WS #12522

00:23→00:50 UTC

From 500 msgs · 6 key-dev

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 →