Moonshot AI Kimi

also referred to as: moonshot · moonshot ai / kimi

part of Moonshot AI

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 5, 2026 by Matt Bornstein · said 1 times in 1 episodes since 2025 · across every show →

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brought up most by Balaji Srinivasan (1)

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Everything said about Moonshot AI Kimi, oldest first

Aug 5, 2026 negative
Prediction Not checkable as stated
Bornstein: Chinese AI labs without commercial funding will rely on government backing
“If there's no source of economic, if there's no source of funding for Moonshot to continue to train models, like, we know where the funding will come from instead, and it's not, like, something we, right, you know, it's government and things that, like, are ac…”
Matt Bornstein Aug 5, 2026 ▶ 22:41 How Open Source Became AI's Backbone | Inferact with a16z
Aug 31, 2026 neutral
Assertion Contradicted
Kimi Model License Demands 30% Revenue Share on Downstream Usage
“And even then the Kimi license, something that I don't think a lot of people appreciate is the Kimi license stipulates a 30% share of any revenue. So, like, Kimi has taken a 30% cut of all the revenue generated on its, and this is because it's open weights, no…”
Gavin Baker Aug 31, 2026 ▶ 32:37 Why AI Demand Is Outrunning Compute Supply
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