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Bill Gurley on Anthropic: "I don't think they think they're writing software. I think they're midwifing a deity"

Bill Gurley on Anthropic: "I don't think they think they're writing software. I think they're midwifing a deity"

219,734 views • 1 day ago

Kimi's CEO🇨🇳 says every AI lab has the wrong obsession Zhilin Yang, on why K3 beat the frontier: "Every lab, like Claude, thinks the model matters most. That's wrong. It's how you organize the people building it that wins." Then Moonshot proved the philosophy. K3 sold out every plan on purpose, cutting their own revenue instead of throttling existing users. When Anthropic hit that wall in April, they cut users' usage 50% at peak. His one big idea: long context is the AI era's RAM. The 128K-to-gigabytes jump, compressed into 2 years instead of 40. The real moat: "your biggest advantage, perhaps your only advantage, is your organization." Model, or the team behind it: which actually wins?

Kimi's CEO🇨🇳 says every AI lab has the wrong obsession Zhilin Yang, on why K3 beat the frontier: "Every lab, like Claude, thinks the model matters most. That's wrong. It's how you organize the people building it that wins." Then Moonshot proved the philosophy. K3 sold out every plan on purpose, cutting their own revenue instead of throttling existing users. When Anthropic hit that wall in April, they cut users' usage 50% at peak. His one big idea: long context is the AI era's RAM. The 128K-to-gigabytes jump, compressed into 2 years instead of 40. The real moat: "your biggest advantage, perhaps your only advantage, is your organization." Model, or the team behind it: which actually wins?

1,775,822 views • 14 days ago

Kimi's CEO🇨🇳: "You used to need a team, a budget, and months. Now you need a weekend and a $15 plan" Yang Zhilin spent 11 minutes on stage showing how to ship a full app solo with K3 Every excuse for sitting on your idea just got repriced to the cost of a lunch

Kimi's CEO🇨🇳: "You used to need a team, a budget, and months. Now you need a weekend and a $15 plan" Yang Zhilin spent 11 minutes on stage showing how to ship a full app solo with K3 Every excuse for sitting on your idea just got repriced to the cost of a lunch

451,233 views • 12 days ago

Ilya Sutskever, co-founder of OpenAI, now building Safe Superintelligence: "The whole problem is the power. When the power is really big, what's going to happen?" Asked when AI that learns like a human and then races past it arrives, he didn't say never. He said 5 to 20 years

Ilya Sutskever, co-founder of OpenAI, now building Safe Superintelligence: "The whole problem is the power. When the power is really big, what's going to happen?" Asked when AI that learns like a human and then races past it arrives, he didn't say never. He said 5 to 20 years

56,192 views • 7 days ago

WOW: Kimi K3 just killed the AI subscription era 🇨🇳 On July 27, Moonshot publishes the full K3 weights under a modified MIT license. ▫️ 2.8 trillion parameters ▫️ 1M token context ▫️ Open weights, yours to run "The frontier becomes a file." The closed labs charge you monthly for access. Moonshot just made the frontier a download. Does open weight end the subscription model, or do the big labs still win on polish?

WOW: Kimi K3 just killed the AI subscription era 🇨🇳 On July 27, Moonshot publishes the full K3 weights under a modified MIT license. ▫️ 2.8 trillion parameters ▫️ 1M token context ▫️ Open weights, yours to run "The frontier becomes a file." The closed labs charge you monthly for access. Moonshot just made the frontier a download. Does open weight end the subscription model, or do the big labs still win on polish?

94,786 views • 13 days ago

OpenAI's chairman just responded to the Kimi K3 panic 👇 The timeline calls K3 a frontier killer. Bret Taylor's answer on CNBC: every CEO he talks to asks the same 2 questions. 1️⃣ Am I getting value from my token spend? 2️⃣ What's my moat in the age of AI? His counter on cheap Chinese models: frontier models finish the same task in far fewer tokens. Cheap per token means little if you burn 5x more of them The new battleground is tokens per task, and the price war just forced OpenAI to argue efficiency instead of capability

OpenAI's chairman just responded to the Kimi K3 panic 👇 The timeline calls K3 a frontier killer. Bret Taylor's answer on CNBC: every CEO he talks to asks the same 2 questions. 1️⃣ Am I getting value from my token spend? 2️⃣ What's my moat in the age of AI? His counter on cheap Chinese models: frontier models finish the same task in far fewer tokens. Cheap per token means little if you burn 5x more of them The new battleground is tokens per task, and the price war just forced OpenAI to argue efficiency instead of capability

76,011 views • 13 days ago

WE ARE BUILDING CLUELY FOR ANGEL INVESTING I can back you with $10k in 24 hours as a scout Reply with your startup idea 🔥

WE ARE BUILDING CLUELY FOR ANGEL INVESTING I can back you with $10k in 24 hours as a scout Reply with your startup idea 🔥

132,886 views • 10 months ago

Elon Musk was asked which of his companies excites him most His answer: the future where SpaceX, Tesla, and xAI converge He explained that long term progress requires solar-powered AI satellites operating deep in space. Tesla brings the energy systems, SpaceX brings the hardware and launch, xAI brings the intelligence. In his mind, all three eventually form one mission. What do you think of this convergence?

Elon Musk was asked which of his companies excites him most His answer: the future where SpaceX, Tesla, and xAI converge He explained that long term progress requires solar-powered AI satellites operating deep in space. Tesla brings the energy systems, SpaceX brings the hardware and launch, xAI brings the intelligence. In his mind, all three eventually form one mission. What do you think of this convergence?

60,115 views • 8 months ago

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