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Kimi K3

part of Kimi

5 statements across 1 episodes · 0 bullish · 4 bearish · 2 people on the record · first statement Jul 20, 2026 by Alex Kantrowitz · said 42 times in 4 episodes since 2026 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (36), Ranjan Roy (4), Grace Shao (1), Alex Stamos (1)

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002525042026episodesmentions
0242026episodes it came up in
007.521542026episodesmentions per episode
2026 42 mentions in 4 episodes 11 per episode

every mention, scene by scene, with the transcript →

Everything said about Kimi K3, oldest first

Jul 20, 2026 bearish
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
Jul 20, 2026 bearish
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
Jul 20, 2026 neutral
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
Jul 20, 2026 bearish
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
Jul 20, 2026 bearish
Opinion
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
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