Moonshot AI
includes Moonshot AI Kimi
3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jul 20, 2026 by John Coogan · said 25 times in 9 episodes since 2026 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (11), Jordi Hays (6), Tyler Cosgrove (1)
tap a year for its mentions
2026 25 mentions in 9 episodes 3 per episode
- Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
- AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
- U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
- Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
- Citrini Research’s viral piece, AI and the economy, 90s Nostalgia | Diet TBPN
- 1 more episode that year, every mention in 2026 →
Everything said about Moonshot AI, oldest first
Jul 20, 2026 bullish
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 …”
Jul 20, 2026 positive
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…”
Jul 23, 2026 negative
Meta loses to Chinese AI labs because lawsuit fears block distillation
“Moonshot and Meta are in competition and they both open source things at various times and they have APIs and there's all the different businesses. And one is fighting with one arm tied behind his back because Meta can't do distillation because they'll get sue…”