Kimi K3 just landed — 2.8 trillion parameters, open weights, the largest open model ever released. Built in China, on c…

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Kimi K3 just landed — 2.8 trillion parameters, open weights, the largest open model ever released. Built in China, on chips the US banned. The market moved fast. TSMC posted a 77% jump in operating profit and the stock fell 7% anyway. Nvidia briefly lost most-valuable-company to Apple. That’s not a reaction to one quarter — it’s a repricing of the whole assumption that compute is the moat. If a walled-off lab on restricted hardware can reach the frontier, the real question is the one the…

Tags: Open Models · AI Infra · Reel

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Anthropic · AI Infra · Moonshot AI · NVIDIA

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#ai · #founder · #startup · #venturecapital

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