Moonshot AI, every mention

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every year anyone Harry Stebbings 6Nikesh Arora 3Jason Lemkin 3Alex Atallah 2

Verbatim, from the transcripts: the passages where Moonshot AI comes up

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Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab Aug 12, 2026 · 1 mention

OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic Aug 9, 2026 · 4 mentions

  • ▶ 7:07 Alex Atallah Even a single model like Kimi K three, um, uh, like Moonshot just posted a benchmark showing all the inference providers and how well they're serving Kimi K three.
  • ▶ 33:49 Harry Stebbings I agree, but do you think you actually know what's going on within Moonshot or Alibaba with Quan?
  • ▶ 37:07 Alex Atallah Kimmy was kind of like moonshot getting up to that step.
  • ▶ 38:26 Harry Stebbings And then when you see another moonshot come out, suddenly all regulation gets moved aside.

Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B Aug 5, 2026 · 5 mentions

  • ▶ 33:38 Harry Stebbings We said open, we said China, uh, whether we have comment on it, Moonshot closes three and a half billion at a thirty-five billion valuation, and if it's free, you're the product. 2 times in the scene
  • ▶ 47:28 Nikesh Arora It's extremely possible that perhaps this wonderful company called Moonshot, which we talked about three seconds ago, could be the model of choice and that somebody is going to take that compute, which is not going to be used by Frontier… 3 times in the scene

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks Jul 29, 2026 · 3 mentions

  • ▶ 29:13 Jason Lemkin Well, for a while, we were experimenting with K-three on Moonshot, and then it got cheaper, so we moved to fireworks. 2 times in the scene
  • ▶ 54:55 Jason Lemkin Um, and I, I don't, I'm, I'm, I'm not sure there are these gems out there growing 14% that they can buy and hook up Kimmy, uh, and, uh, the Moonshot API and magically re-accelerate growth to 70% or what.

Mercor Head of Product on Revenue Concentration from Frontier Labs Jul 25, 2026 · 1 mention

  • ▶ 1:24 Harry Stebbings Kimi very recently came out with their new model, and I literally, I didn't really know.
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