The Ledger
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Angelopoulos: Kimi K3 Beat Top US Closed Models in Web Development
“And for the first time ever, we saw a couple of weeks ago that Kimi K three actually beat the best closed source American models on a, you know, pretty important subset of tasks, for example, front end coding, like web development, which a huge fraction of dev…”
Angelopoulos: Most global AI inference spend remains on proprietary first-party APIs
“If you look at the whole space of all inference, most of it is still being consumed on first party APIs and on proprietary models. That's why anthropic revenue has been just a total hockey stick. It's not, you know, it's not like they're being completely canni…”
Angelopoulos: Arena has 30M+ monthly visitors, bigger than Hugging Face and xAI
“People don't know this, but Arena's one of the largest consumer AI apps in the world. We're bigger than, like, XAI. We're bigger than, like, Hugging Face, and Manus, and GenSpark, where it's so massive, like if you, like outside in, it's like 30 plus million m…”
Angelopoulos: Chinese AI labs face severe hardware constraints and rely on black-market chips
“So they're way hardware constrained over there. And they've been trying to like black market import chips because of this. And you see this in the news, right? The information just reported on this.”