Fortune: Beijing startup’s Kimi K3 model challenges Claude and ChatGPT

btw, the real significance of the Kimi K3 is OAI and Anthropic can no longer credibly claim that Chinese progress on LLMs is just crude distillation. Rather, there is no "secret sauce" Anyone can do this with sufficient resources. A lot of equity value in US markets is currently positioned otherwise

Glad to share some thoughts in this important NYT piece. For various uses and risks, adversarial and otherwise, open Chinese models are functionally at par with US leaders. Only in narrow areas does a perceived current “US lead” now matter. 1/ www.nytimes.com/2026/07/17/b...

US tech bros lose their edge. This was predictable when arrogance and expectation, and corruption gets in front of ability. apnews.com/article/kimi...

Kimi K3 isn't worth the hype (overpriced and inferior to recent OpenAI releases) but Sinophobia in the US driving a lot of the best global AI researchers to China is definitely a real thing and is extremely empire's-end coded.

It is now evidently clear that no matter how long frontier models are ahead of the top open weights models (months), the difference is increasingly meaningless. Kimi K3 is a turning point and frontier labs are freaking the fuck out.

Literally 3/4 of the ai cto startups that serve interface (response) to users have recently switched to buying a server and a Chinese model Cuts costs 99% literally lol. Still use Claude OpenAI for other stuff But the Chinese models work fine for conversing vs deep tasks. No conspiracy Just cost

"A Federal Reserve Advisory Bulletin found that there may be backdoors in Chinese AI models." People will read the code independently and debunk that. I would also wonder why he didn't have same concerns about imported computers and consumer electronics from China as well.

The open-source Chinese AI models not only threaten American leadership but also call into question the US economic model, making more likely a stock correction. www.nytimes.com/2026/07/17/b...

I guess some AI companies in USA have to find new markets to avoid bankrupties https://futurism.com/artificial-intelligence/chinese-ai-kimi-moonshot-benchmark-claude-chatgpt

Chinese startup Moonshot AI unveiled Kimi K3, a 2.8 trillion-parameter open-weight model rivaling OpenAI and Anthropic. It outperforms rivals on coding benchmarks, costs less, and is freely downloadable. Markets tumbled as the US AI lead narrowed.

Bloomberg: Tech stocks tumbled after Moonshot AI released a new model – ‘AI and semiconductor stocks tumbled on investor concerns that the rise of China’s AI businesses could force US leaders such as Anthropic to pull back on their investments.’

Kimi K3, is a more advanced open-weight model that “outperforms all rivals except for Anthropic’s Claude Fable 5 & OpenAI’s GPT-5.6 on overall capability. The implication is that Moonshot, & by extension China, could be closing the gap faster than expected” www.bloomberg.com/news/article...

“Weighing in at 975 billion parameters, the model requires more than two terabytes of GPU memory — a quantity present in around eight of Nvidia's B300 accelerators, or sixteen H200s — to run at its native 16-bit precision.” www.theregister.com/ai-and-ml/20...

THIS IS WHY NO ONE SHOULD BE BUYING THE OPENAI OR ANTHROPIC IPOs....THEY'LL DROP LIKE SPACEX IN VALUE. Chinese AI startup Moonshot on Friday unveiled Kimi K3, a 2.8 trillion-parameter model that it said is the world's largest open-weight AI system and delivers performance approaching

Analysts didn't expect a Chinese lab to ship a Fable-class model until 2027. Kimi K3 arrived this week. New data from Amy Zegart and Emerson Johnston explains the talent pipeline: 53.5% of DeepSeek's 356 core researchers have never worked outside China.