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…”
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…”
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 …”
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…”
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.”
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.”
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.”
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.”
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…”
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.”