Why China’s new AI model has Silicon Valley and Washington on edge
- Jul 21
- 1 min read
INC. — “Kimi K3 may be an important inflection point for AI,” wrote Gavin Baker, managing partner at investment firm Atreides Management, in a social-media post.
“A world where there are only [two to three] dominant frontier labs with 90 percent inference margins is net negative for every other layer while being awesome for those [two to three] labs.”
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