In short: "The Number": valued at $50 billion in its latest funding round — one of several Chinese firms the article says are challenging the most advanced U.S. model developers.
In short: The catalyst for the whole conversation: Moonshot's open-weight Kimi model, described by the host as now number three in the world, is what triggered the fear that frontier-lab pricing power collapses. Dean thinks its gains are "not purely due to innovation, architectural improvements" but substantially distillation of frontier models — while still being bullish for the chip, cloud and application layers.
3:15It's not purely due to innovation, architectural improvements. But yeah, we believe that there's still a case to be made for frontier models as well. — Right. So Kimmy is the model Kimmy 3 that was released by Chinese AI startup Moonshot AI recently which is now number three in the world. So it's kind of a fear that this opensource model is going to severely reduce the pricing power of the AI labs, anthropic and open AI.
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