Kimi K3

product on 8 shows · 10 statements across 5 episodes · said 81 times in 21 episodes since 2026

Big Technology 42 TBPN 17 All-In 9 20VC 6 the MAD Podcast 2 American Optimist 1 Invest Like the Best 1 the a16z Podcast 1

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Big Technology 42TBPN 17All-In 920VC 6the MAD Podcast 2the a16z Podcast 1American Optimist 1Invest Like the Best 1

2026 79 mentions in 20 episodes 4 per episode

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10 statements about Kimi K3, every show

20VC Assertion Supported
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…”
Anastasios Angelopoulos Aug 2, 2026 ▶ 3:00 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
ALL-IN Assertion Supported
Calacanis: Moonshot's Kimi K3 matches GPT 5.6 at half the cost
“China's moonshot AI released Kimi K three. Open source model, obviously. Performance on par. On par. Not six months behind, not 12 months behind, but now on par with models like Opus 4.8 and GPT 5.6. Which in and of itself is extraordinary, but about 50% cheap…”
Jason Calacanis Jul 24, 2026 ▶ 0:33 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
TBPN Opinion
Coogan: Kimi K3 invalidates the thesis that open-source AI trails closed models
“The headlines for Kimi are impressive, but not wildly surprising based on the current trend lines and model progress. But it does seem to invalidate Ah, the thesis that open source would start falling behind, which was something that was start, there was that …”
John Coogan Jul 20, 2026 ▶ 2:41 Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
TBPN Opinion
Coogan: Kimi K3's Cyber Capability Refutes Pure Distillation Claims
“And it's also sort of a refutation of like the, it's just distilled because the models that you would be distilling from are pretty severely nerfed on cybersecurity, at least in theory. And so it's like, you would need to distill on the non the non nerfed mode…”
John Coogan Jul 20, 2026 ▶ 15:55 Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
BIG TECHNOLOGY Prediction Not checkable as stated
Roy: Kimi K3 launch will destroy the frontier model moat narrative
“I think this is actually going to be a moment where even more so the idea that Frontier models are a massive moat really goes away.”
Ranjan Roy Jul 20, 2026 ▶ 5:33 Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
BIG TECHNOLOGY Assertion Supported
Roy: Kimi K3 is 40% cheaper than GPT-5.6 and 70% cheaper than Fable
“Three dollars per million token input, 15 dollars output. It's 40% cheaper than GPT, 5.6, 70% cheaper than Fable.”
Ranjan Roy Jul 20, 2026 ▶ 7:59 Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
Roy: OpenAI gets hit harder than anyone by Kimi K3
“So I think OpenAI's story and their pivot gets hit harder than anyone else with this announcement. Because suddenly, why OpenAI becomes a much more salient question than it was just a week ago.”
Ranjan Roy Jul 20, 2026 ▶ 12:44 Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
BIG TECHNOLOGY Prediction Not checkable as stated
Kantrowitz: AI frontier intelligence will commoditize into a price war
“If you have five companies that have this level of intelligence, it's a price war. It commoditizes. So I think we should assume, and we've talked about this on the show, that intelligence is gonna commoditize.”
Alex Kantrowitz Jul 20, 2026 ▶ 19:58 Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
BIG TECHNOLOGY Prediction Not checkable as stated
Roy: Partners may avoid Anthropic models over fears of product replication
“Now with that option, if you have any fear that they're going to take everything that you're giving them because you're using their models and then recreate your business, you now have an option. And I think that's gonna, that can slow things. Again, the speed…”
Ranjan Roy Jul 20, 2026 ▶ 28:20 Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
ALL-IN Prediction Not checkable as stated
Sacks: The US may only be months ahead of China in AI
“Kimmy K three just came out and people are saying it's now right up there. It's very, very close to the frontier. We may have months on China if that.”
David Sacks Jul 18, 2026 ▶ 1:18:32 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

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