Moonshot AI

I swear, we do this every 3 months. "Chinese models are falling hopelessly behind. They don't have enough compute". And then they release their new models "Oh, they are caught up. Need to ban them". Why not just recognize when flagship…

A hacking group called CyberCartel used a web of AI agents powered by models from companies including Anthropic, SpaceX and Chinese lab Moonshot AI to automate cyberattacks against more than 400 Latin American financial targets, according…

Intel's CEO, Lip-Bu Tan, said China could catch up to U.S. semiconductor technology within 5-10 years. Regarding AI, he cited Moonshot AI's and DeepSeek as not technologically inferior to Anthropic or OpenAI and are significantly cheaper.…

BREAKING NEWS🚨: @Inferact & Google submit their FIRST preliminary TPUv7 Kimi K3 2.8T Model Submission, and it is already delivering strong perf per TCO against GB200 NVL72, B300, and MI355 in the ultra-high-interactivity regime due to…

AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia…

If you're a robotics researcher working with GPT 6 Astra to do interesting things with robotic control or agentic real2sim, and would like access to open source models (Kimi K3, Qwen 3.8 Flash Next) as a comparison, please DM me! I'd love…

My read on Xiaomi shipping MiMo-V2.6-Pro this week: the real story isn't the benchmark score. It's who is now capable of putting up that score. Xiaomi, a phone and appliance company, published MiMo-V2.6-Pro and Flash on Hugging Face…

Another Chinese lab just gave away a trillion parameter model for free, and the market barely blinked because it's the fourth time this year. Xiaomi open sourced MiMo-V2.6 today: two natively omnimodal models, Pro and Flash, both MIT…

a few notable open model releases *since* this interview of @dylan522p by the way :) Thinking Machines - Inkling - Jul 15 Moonshot - Kimi K3 - Jul 16, weights Jul 26/27 inclusionAI - Ling 3.0 Flash - Jul 23 DeepSeek - V4-Flash-0731 - Jul…

Frontier agentic performance just hit $1 per million. StepFun launched Step 5 Preview today. 600B total parameters, 27B active per token. 1M context. $1 per million input tokens. That is 10 to 20x cheaper than GPT-6 Astra at frontier…

Open source just shipped a 744B agentic model. Shanghai AI Lab released Atria Dawn Preview on September 11 with no blog post, no pricing announcement, and no press release. Just a Hugging Face commit and an FP8 checkpoint the next day. The…

Kimi K3 is the biggest open-weights model ever. 2.8T parameters. 1M context. Long-horizon agentic workflows. People are already building memory systems that survive across agent sessions. The next real unlock in multi-agent engineering.…

AMD ALERT🚨🚨: On Kimi K3 2.8T, AMD has even better profit margins per gigawatt compared to B300, GB200 NVL72, and B200. This is due to AMD's lower TCO and better performance, leading to better profit margins of 53.6% on Mi355X compared to…

A new agentic open-weights model drops Tuesday. 3x cheaper than DeepSeek Flash. 15% better on long agentic loops. Available on RouteLLM API and on the coding agent. Designed for 90% of coding tasks. My read on what's happening in the…

Jon Cipher is right about the structural shift here. The OpenRouter data tells a clear story. Chinese models took the lead in OpenRouter token share in March and kept it. Not because they win every benchmark. Because restricted compute…

EMERGENCY EPISODE: Are We Doomed? @JordanNanos @fabknowledge @SaasquatchC @maxkan 0:00 Cold Open 2:50 Glorified Neoclouds 8:21 Pacing the Frontier 12:53 Safety Eats Compute 20:38 Hugging Face Lessons 30:52 Moonshot Serving Claude 36:37 The…

When trying to forecast where LLMs are going in China, it's important to hear what supply chain is saying. Today, HW said that 10T param models will be baseline for LLMs in near future. As such, 100k+ card clusters formed by supernode will…

The inference layer just got a native desktop. Cline shipped Cline Desktop this week: a standalone app for open-weight models, not just a VS Code extension. ClinePass at $9.99/month gets you DeepSeek V4, GLM 5.3, Kimi K3, Qwen3.7, and a…

DeepSeek's appointment of Yan Wentao as its first CFO on September 14, 2026, combined with its engagement of CITIC Securities one week earlier, confirms with HIGH confidence that the Hangzhou-based AI lab has crossed from IPO exploration…

The SWE-2 result is worth reading closely. Not the cost headline. The mechanism.Cognition took Kimi K3 as a base and scaled reinforcement learning to multiple trillions of parameters. That specific phrase is doing a lot of work: 'a refined…

30k requests/day really isn't a lot. This to me seems like what you would do for benchmarking. The big issue here is the indiscriminate nature by Kimi which possibly compromised users who would clearly not want their data to flow to…

Anthropic says Chinese labs routed at least 35 million user requests to Claude over the summer via thousands of fake accounts, naming DeepSeek, Moonshot and Alibaba. This is Anthropic's account; the labs have not confirmed. Distillation is…

From Anthropic's new distillation accusations against Chinese AI labs: - Fable wasn't used for distillation. Zai tried but failed. This means Anthropic can stop distillation with sufficiently strong guardrails? Opus was used. - It's not…

The Anthropic threat report published today is the clearest public accounting I've seen of how Chinese AI companies are systematically distilling from US frontier models. The specific Moonshot AI case: 300,000 user requests routed to…

Zai & Moonshot need to speed up their releases. DeepSeek took a while to get this top notch V4 architecture up & their CPT & post training pipeline since then has been great. Ppl like me will move exclusively to DS if it's this much…

Moonshot AI considers dual listings in Hong Kong and Shanghai Moonshot’s exploration of dual listings may stem in part from the weaker performance of AI stocks in Hong Kong https://t.co/OtPIFRxeQF via @scmpnews

NSA, FBI and CISA jointly accuse six Chinese AI firms — DeepSeek, Moonshot AI, Alibaba, MiniMax, StepFun, https://t.co/CaUaiwWiiM — of industrial-scale distillation of US frontier models via APIs, clouds, aggregators and reseller 'transfer…

Yang Zhilin decided against a career in the U.S. to create Moonshot AI, whose open-weight model is shaking up global markets... https://t.co/apisFzWVZn

Moonshot AI – creator of Kimi K3 model – has filed for Hong Kong IPO The leading Chinese AI start-up has confidentially filed for a Hong Kong listing and aims to go public early next year, sources say https://t.co/CajPMGxH6E via @scmpnews

China’s Moonshot AI Confidentially Filed Hong Kong IPO If successful, the listing could become one of the largest IPOs in Hong Kong in recent years Huge..... https://t.co/hWzqe6871c via @WSJ