Written edition
Moonshot AI open-sources 2.8-trillion-parameter model, Anduril hunts $100B valuation
The frontier split open today along two vectors: open versus closed, and insurgent versus incumbent.
China released the world's largest language model for free, SpaceX proved orbital reusability, and defense upstarts rewrote the valuation playbook.
Moonshot AI open-sources 2.8-trillion-parameter Kimi K3 model for free download
Moonshot AI released Kimi K3, the world's largest language model at 2.8 trillion parameters, as a fully open-weight download—meaning anyone can modify, run, and build on it without restriction. This is not an incremental product launch but a strategic detonation under closed-source incumbents like OpenAI and Anthropic, which charge for API access and guard their architectures. For China, it's a power play to outpace U.S. AI dominance by flooding the ecosystem with capable, free infrastructure just as export restrictions tighten. The move forces a hard question for the closed camp: how do you monetize models when the best alternative is free and improving fast?
