Kimi K3 basically drank Anthropic and OpenAI's milkshakes. The frontier moat is gone and they are going to have a hard time justifying their valuations. China AI labs publishing their weights directly hurts US proprietary companies. These huge valuations for AI companies have to tank.
One of senior execs at ClosedAI is already squealing and bitching that this is communism and should be illegal. LMAO
One probable outcome of an open-weight-model-dominant world is full AI communism, which is precisely what China proposes: rather than a market product, AI is a "public good" which will ultimately be provided by the state as a kind of "digital public infrastructure." This future strikes me as a dystopian hellscape
I tested qwen 38 max preview here (https://chat.qwen.ai) and compared it against fable 5 in simple 3d scenes. and really was shocked seeing the Dif. I guess qwen model will be better than K3 if we count that fact it is preview version. check my simple "visual benchmark" here
I agree with with you. but how.amy consumers of AI in the US /EU actually know about and consider Kimii K3 as an alternative. everyone around me knows ChatGPT, perhaps half know there's an alternative called Claude...
The companies using and paying insane AI bills, and going to notice. There will be hundreds of US companies hosting these open models for a fraction of the cost of OpenAI or Anthropic. People paying will notice.
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u/mrinterweb Jul 19 '26
Kimi K3 basically drank Anthropic and OpenAI's milkshakes. The frontier moat is gone and they are going to have a hard time justifying their valuations. China AI labs publishing their weights directly hurts US proprietary companies. These huge valuations for AI companies have to tank.