About this episode

The episode discusses the impact of the Kimi K3 model on the AI market and the implications for the U.S.-China AI race.

We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers? ------ 🌌 LIMITLESS HQ ⬇️ EMAIL US: info@limitless.fm NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Kimi K3 Shakes Markets 0:49 Open Source Disruption 2:54 China’s AI Message 5:22 Demand Outstrips GPUs 8:59 Open Source Backlash 13:58 The Bubble Debate 17:38 Infrastructure Wins Long Term 22:36 Breakthroughs Still Loom 24:48 Outro and Updates ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its…

People in this episode

Hosts: Josh Kale, Ejaaz

Topics covered

• AI
• China
• open-source
• tech stocks
• infrastructure
• AI race

Keywords

• Kimi K3
• AI bubble
• China AI
• open-source model
• tech stocks
• infrastructure providers

Mentioned in this episode

Organizations: Anthropic

Products: Kimi K3

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