WS #12522

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From 500 msgs · 6 key-dev

Holding: newest synthesis is 52d 14h old

Moonshot AI's Kimi K3 (2.8T parameters) signals commoditization of AI model layer, benefiting compute landlords (NVDA) and distribution platforms (AAPL).

AI Model Commoditization

Moonshot AI's Kimi K3 (2.8T parameters) signals commoditization of AI model layer, benefiting compute landlords (NVDA) and distribution platforms (AAPL).

Full world state #12522 →