Kimi, every mention
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20VC 43
Latent Space 34
All-In 24
TBPN 17
the a16z Podcast 14
Big Technology 14
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the Startup Ideas Podcast 74 more shows
every year every show 20VC 43 Latent Space 34 All-In 24 TBPN 17 the a16z Podcast 14 Big Technology 14 Invest Like the Best 9 the Startup Ideas Podcast 7 
the MAD Podcast 6 
BG2 Pod 2 
No Priors 2 
Lenny's Podcast 1
Verbatim, from the transcripts: passages where Kimi comes up on 20VC, Latent Space, All-In, TBPN, the a16z Podcast
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 21:18 Jean-Denis Greze If you use Anthropic to generate final output for your users, it's kind of hard to suddenly move to like Kimmy because it just sounds different.
Why companies are becoming a series of loops | Anish Acharya (a16z)
- ▶ 32:47 Anish Acharya Is really opinionated on GLM five, three versus Kimmy K three.
The Inference Frontier: from 100 to 10,000 tokens per second — Sean Lie, Cerebras CTO
Why AI Demand Is Outrunning Compute Supply
- ▶ 32:37 Gavin Baker And even then the Kimi license, something that I don't think a lot of people appreciate is the Kimi license stipulates a 30%, um, share of any revenue. 2 times in the scene
- ▶ 1:10:11 Gavin Baker And if you look at the three big, you know, Chinese open source models, DeepSeq, Kimi, Quinn, they're kind of
Why Top Founders Are Racing Into AI Infrastructure
- ▶ 17:35 Ben Horowitz Three billion dollars, and like, lighting up a magnificent cluster, and then all of a sudden, you know, whatever, Grock can come out of nowhere, and like, oh, all of a sudden it's real, or, or Kimmy, or, or, or what have you.
The State of AI: Models, Moats, and the Consumer Renaissance
Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
- ▶ 27:52 Neil Movva Because you can move the entire parameter count of a large model like Kimi.
- ▶ 28:21 Neil Movva With something that has more capacity for memory, because it's true that you can take a one trillion parameter model like Kimi and fit it on a large number of cerebrus wafers, but you can't do something about the KB cache very easily.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 51:53 Harry Stebbings Like Kimi won't be a dominant model in 10 years?
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 22:01 Jason Lemkin You can't be routing from Kimmy to Quinn to four, six to fable.
- ▶ 1:06:45 Jason Lemkin Make a four second video using Kimmy or Quinn.
What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- ▶ 6:25 Ben Thompson You still have to run inference like GLM or Kimi. 2 times in the scene
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:00:28 Gavin Baker You know, if we have Quinn, if we have Kimmy, if we have DeepSeq, and then we have GLM, they're actually evolving in very different ways.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 36:33 Harry Stebbings How significant was the latest Kimi model, which got so much attention? 5 times in the scene
- ▶ 52:04 Harry Stebbings And it was like Kimi and Pergamum, and they offer you four different options, and it takes me to models that I would never have used before, and actually Muses come up a couple of times for being pretty impressive. 3 times in the scene
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 43:51 Brad Gerstner The reason we saw the poll back in July is Kimi
- ▶ 1:11:20 Jason Calacanis I gotta say using Kimmy and Quinn and, you know, GLM five, two for the last 60 days, my lord, these things are good.
“OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf
- ▶ 9:52 Thomas Wolf So we basically tried all the open source model that we had and, and GLM, which is close to the state of the art right now, which just before Kimi and that this happened now, probably Kimi K-Tree is the closest to the state of the art, but…
Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
- ▶ 7:19 Gavin Baker Then Kimi comes out. 2 times in the scene
Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
- ▶ 16:40 Philip Kiely So something that, uh, Haley, a guy on our team, if, if we could take a look at this, um, he, like, kind of grafted the Kimi, um, vision encoder onto GLM 5.2.
- ▶ 29:02 Philip Kiely I think Kimi in particular does a good job of vendor benchmarking here. 4 times in the scene
- ▶ 41:34 Philip Kiely Um, like Kimmy, uh, uh, GLM five, two has its own MTP, right?
- ▶ 1:08:32 Alessio Fanelli I think on your guys' end, you see a lot of, okay, one day it's GLM, Kimmy, DeepSeq, uh, Minimax, throw in the others.
- ▶ 1:11:30 Alessio Fanelli One, the latest Kimi, which is really big, uh, three trillion.
- ▶ 1:34:48 Philip Kiely Just coding model that we had access to, and it would do an equally good job of optimizing, uh, DeepSeq or Kimi or something.
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 0:08 Anastasios Angelopoulos What happened is that Kimmy actually beat all American models, including Fable, in some subset of tasks.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- ▶ 41:03 David Sacks In a weird way, these companies have an incentive to promote the idea that Kimi is a huge threat that has caught up with the frontier, 6 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 0:56 Jason Lemkin And now you want me to bring Kimi and Quinn in?
- ▶ 2:45 Jason Lemkin I don't think Kimmy three for me is any better.
- ▶ 9:28 Rory O'Driscoll The Chinese open source, open rate models were available, and I think they use Kimi or Kuan or one of the newest models to help them figure out what happened, right?
- ▶ 15:24 Jason Lemkin Someone in the engineering department was on a token maxing binge, and an agent went and leaked a bunch of confidential information they shouldn't have, and it wasn't disclosed, because they don't disclose 90% of what happened, and now you… 3 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.
RSI Is Closer Than People Think, Per Tae Kim
- ▶ 2:36 Tae Kim Uh, we could go through each one, and then the Kimi thing, it's obviously a big thing.
- ▶ 10:43 Tae Kim Uh, people are worried about Kimmy. 4 times in the scene
- ▶ 25:46 Tae Kim Kimmy wrote, like, a couple paragraphs in their blog post about how they created a GPU kernel, all that, so everyone, you know, sure, gets scared or whatever. 2 times in the scene
How China Caught U.S. AI — With Grace Shao
- ▶ 4:12 Grace Shao With a lot of the others like Kimi, it's really, really focused on its agentic push out, you know, Minimax previously was more focused on multimodality, um, and ZAI focused, focused on coding. 2 times in the scene
- ▶ 27:35 Grace Shao And if you pay for fireworks, inference service, they usually have a commercial agreement with like, say the Kimmy provider where there's come kind of a break break as well.
- ▶ 45:47 Grace Shao And the fact that you, like you said, Kimmy literally posted on X saying that they needed to, you know, reassess basically who they serve.
Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
- ▶ 24:34 unnamed speaker Yeah, I mean, so, so the, the Inkling model from Thing Machines, like, it used some synthetic, synthetic data that was created with, ah, I think, Kimi K.
Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best
- ▶ 11:28 Patrick O'Shaughnessy The most interesting thing happening this week is this Kimi release, and back to this idea of the frontier and all the returns being at the frontier and distillation and 2 times in the scene
- ▶ 13:07 Patrick O'Shaughnessy Now the Kimi example is interesting because, like you said, you're cheaper on, on parts of the curve.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 0:12 Harry Stebbings So kicking us off, China ships two near-frontier open models in a week, with Kimmy absolutely crushing it.
- ▶ 1:37 Harry Stebbings Um, one of them being Kimi, which has got a lot of attention and a lot of press, and then the other being Quen from Alibaba. 3 times in the scene
- ▶ 10:22 Rory O'Driscoll This is the Trump administration, so things change every day, but a political league today basically saying some version of we're not going to ban these things on any significant basis, which, as Jason points out, is very different than… 4 times in the scene
- ▶ 33:46 Rory O'Driscoll oh my God, I'm sourcing QAn, I'm sourcing Kim, I'm 2 times in the scene
- ▶ 40:02 Jason Lemkin And so you need your own micro model, whether it is some sort of reasoning layer that you build on top of, uh, Claude or, or ChatGPT or Kimmy or Schmimmy, like it's still your own model, even if it's not technically a model, right? 2 times in the scene
- ▶ 1:24:52 Harry Stebbings I don't understand why Kimmy and why the open models don't make NVIDIA a little bit more elevated.
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 1:00:11 Andrew Feldman I think you can even buy buckets of tokens for, for Kimmy or GLM or some of these models.
The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
- ▶ 24:42 unnamed speaker We're very much like, ah, okay, look, it's like, you know, on par with Kimmy, DeepSeek, whatnot, the small ones, Gemma level.
OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
- ▶ 13:39 Alex Stamos Uh, unfortunately, you know, the Kimi, Kimi is really, Kimi, uh, you know, three is the best of the Chinese models now. 3 times in the scene
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- ▶ 20:21 Jordi Hays Well, if anyone listening to this is over at Kimmy or Moonshot, uh, no, don't come on the show.
Tyler Cowen Doesn't Think America Should Ban Chinese AI Models
- ▶ 1:40 unnamed speaker Thinking about the latest debate around Kimi, K-III, open source AI, where should we begin the discussion, uh, and then I'm sure we can narrow down a bunch of different ways.
FDE: The $1M/Year AI Job Explained
- ▶ 24:09 unnamed speaker Let's go to Kimi three or GLM 5.2.
Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble
- ▶ 32:30 Alex Kantrowitz Doesn't sound body anymore, but, but body, but E, but anyway, he wrote, how is Kimmy running on a bunch of
Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- ▶ 4:56 John Coogan Kimi distills, GLM distills, Quen distills, Nemo Tron distills, Kimi and Deep Seek, which counts. 4 times in the scene
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 33:25 Jason Calacanis He says, hey, with our internal coding benchmarks, we're able to confidently introduce open weight models into our AI code review without degrading code quality, have the Frontier model, Fable from Anthropic, to do the hardest work,…
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 16:23 Jason Calacanis And quickly started using Kimi and was like, wait a second, I'm blowing out my claw tokens, but this Kimi, I can't tell the difference. 3 times in the scene
China Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN
- ▶ 5:07 unnamed speaker And even if they had some sort of intellectual property, they could sue an open source inference provider for running Kimi or something like that.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
- ▶ 54:44 Jason Calacanis Kimi and DeepSeek from coming into this country in order to drive our open source technology and to keep the leakage from those models, Sachs?
Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro
- ▶ 41:39 Bryan Catanzaro Um, uh, Kimi, uh, is using what they call Kimi linear attention these days. 2 times in the scene
AI’s True Cyber Risk: Fable, Mythos, China, and The Rest — With Alex Stamos
- ▶ 7:15 Alex Stamos Um, you can just ask Kimi, which is an open source Chinese model. 2 times in the scene
Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
- ▶ 2:08:07 Alex Stamos Um, you can just ask Kimi, which is an open source Chinese model. 2 times in the scene
Cloudflare CEO: The Internet's Business Model Is Dead
- ▶ 42:38 Matt Turck But if I'm, if I'm a developer and I'm looking to run Kimi.
⚡️Every product of the future will be a living system — Ronak Malde, Trajectory.ai
- ▶ 14:46 Ronak Malde Like obviously having one trillion parameter models like Kimi or like an amazing models like GLM and DeepSeq, I don't think we're quite there yet for that size of model.
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 1:13:34 unnamed speaker Is it, if your only plan is you can download Kimi or DeepSeq and you can, you know, fine tune it, that's great.
⚡️Making DeepSeek v4 outperform Opus 4.7 with Taste — @AhmadAwais , CommandCode.ai
- ▶ 13:50 Ahmad Awais Then I looked at our, you know, logs for last 30 days and Kimi is doing exactly the same thing. 2 times in the scene
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 19:39 Harry Stebbings Speaking of real innovation, I, I saw the post about you running Kimi K 2.7 X faster than the next fastest GPU cloud.
- ▶ 43:16 Andrew Feldman Kimi Ketu, Deep Seek.
The $1M+ Solo AI Agent Business (Full Course)
AI-Native Engineering: 100% adoption, 5x search throughput, unlimited tokens — Mikhail Parakhin
- ▶ 1:04:25 Mikhail Parakhin And then we run it at a very large scale, like in bad jobs, because just running and it beats in that situation, but very often beats, uh, Quinn or yeah, Kim is more on the reasoning side.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 45:23 unnamed speaker And, um, you know, if you can just do better than the, the Kimi open source, et cetera, stuff cursor's doing, it might be worth it just for that.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 55:00 unnamed speaker And because if you look at the, the, the kind of winner list on Open Router, it's all Quen, Kimmy, and all the other open source products.
Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
- ▶ 31:06 Shawn Wang Kimi, Deep Seek, uh, uh, ZAI, um, Quen, O-One is in there.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 8:45 unnamed speaker Like that's saying there are a large set of customers who are optimizing when to use Kimmy and when to use 2 times in the scene
Inside a16z’s Top 100 AI Apps Report with Olivia Moore
- ▶ 12:14 Olivia Moore So they're mostly using, like, Daobao, which is made by ByteDance, DeepSeek, Quen, Kimi, those kinds of models.
I gave OpenClaw one job: go viral (it worked?)
- ▶ 32:45 Oliver Henry I've not tried any of these edge case models like Kimmy or something like that, just because, to be honest, uh, not that I don't trust them, I just don't think they've had enough real world use.
Agent Inference at the "Speed of Light" — How NVIDIA moves like a $4.3 Trillion Startup
- ▶ 45:20 Kyle Kranen We see models like Kimi or GPT-OSS. 4 times in the scene
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- ▶ 30:27 Jason Calacanis Like this week we put up Kimi, 2.5.
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- ▶ 34:11 Doug O'Laughlin You know, speaking of that though, you say that, but Kimmy, Kimmy to one agent swarm is actually good. 7 times in the scene
- ▶ 41:11 Shawn Wang And probably that's the only time we'll talk, we'll talk about Kimmy.
Making $$$ with OpenClaw
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
- ▶ 12:20 Jason Calacanis We have Kimi on them. 2 times in the scene
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 23:00 Jason Calacanis We've bought the Mac studios and we're now running Kimmy on some of them.
State of LLMs 2026: RLVR, GRPO, Inference Scaling — Sebastian Raschka
- ▶ 15:58 Sebastian Raschka So there was like, uh, I think Kimi had DeepSeq architecture, scaled it up, I think to, from 670 billion to one trillion, um, parameters.
Full Interview: Clawdbot’s Peter Steinberger Makes First Public Appearance Since Launch
- ▶ 22:20 Peter Steinberger He got the, he got the, the, the 512 maxed out everything thing, because, because I wanted to like mess around with local models as well, so like, I, I, I can run Minimax two one, which is, uh, I would say is, is the best, the best, uh,…
Marc Andreessen's 2026 Outlook: AI Timelines, US vs. China, and The Price of AI
- ▶ 17:07 Marc Andreessen Um, is there's this Chinese company that has a, um, well, I forget the name of the company, but it's, it's, uh, the company that produces the model called Kimi, just spelled K-I-M-I, which is one of the leading open source models out of… 3 times in the scene
- ▶ 24:16 unnamed speaker While, while on the topic of, of international, um, we, you mentioned Kimi earlier, so it seems like some of the best open source models today are from China. 2 times in the scene
[State of Research Funding] Beyond NSF, Slingshots, Open Frontiers — Andy Konwinski, Laude Institute
- ▶ 19:21 Andy Konwinski Moonshot, Kimmy, Deep Seek.
Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
- ▶ 1:09:27 Jonathan Siddharth Uh, Kimi Ketu, Kuen.
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 17:08 unnamed speaker It's, it's, uh, Kimmy is hot on everyone's tails.
Marc Andreessen and Ben Horowitz on the State of AI
- ▶ 32:40 Marc Andreessen Number one, um, the, the, the researcher engineer side of things, it is striking, it is striking to the degree to which, um, there are excellent, you know, outstanding models coming out of China now, um, and, you know, and, and, and, and,…
- ▶ 35:09 Marc Andreessen and I think the current, I think the current, if you just observe currently, specifically like Deep Sea, Quinn and Kimi, and these models coming out of China, I, my, my sense basically is like, I would say the U.S. specifically in the West…
⚡ Open Model Pretraining Masterclass — Elie Bakouch, HuggingFace SmolLM 3, FineWeb, FinePDF
- ▶ 8:09 Elie Bakouch The rest of it, I think the model architecture, we, with, like, the Quen, Deepsea, Kimi architecture, we're already at a point where this is already not optimal, but this is, like, pretty, pretty advanced. 2 times in the scene
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
- ▶ 47:38 Chamath Palihapitiya And so like the things that we do to perfect code gen or to perfect back propagation on Kimi or on anthropic, you can't just hot swap it to deep speed. 3 times in the scene
- ▶ 56:42 David Sacks Actually, I want to, Jamath, I want to ask you when you're running like Kimi or something like that.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 1:17:51 Jonathan Ross The thing is, when we're running a model like Kimi, and we're running it on 4000 of our chips, and you're running that Kimi model on eight GPUs,
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