Rothko's Rottweiler

There was a brief discussion about this recently, but the Commerce Department is *NOT* moving forward on banning Chinese models at this time, per person familiar.

The Trump administration is considering an executive order, and other means, to ban Chinese open-source models within in the United States. Kimi K3 has reignited this debate. Reporting this morning by Axios. Commerce is also considering adding Chinese AI labs to the Entity List.

The Moonshot team is cracked.

personally i am not really impressed when a computer is good at math — since a computer is math . i am a lot more intrigued by things like , for example , a rat being an exceptional cook — since that’s not really expected

The Chinese president stood on a stage in Shanghai and laid out China's entire AI playbook in one speech. It was his first-ever in-person appearance at the World AI Conference. I went through the whole thing and pulled out everything that matters. - he opened with his signature maxim that great changes unseen in a century are unfolding across the world. - he said AI development should not be a solo performance by a single country but a symphony of international cooperation. - he reaffirmed China's commitment to open source AI in the name of openness and shared benefit. - he warned against overstretching the concept of national security in AI, where one country puts its own security above everyone else's. - he said China opposes the emergence of new historical injustices in AI, one of the strongest-worded lines in the speech. - he pledged 5,000 AI training opportunities for developing countries over the next five years, naming ASEAN, the Arab League, the African Union, CELAC, the SCO, and BRICS. - he committed to giving 30 countries access to a Chinese AI weather system that provides early disaster warnings. - a day before the speech, 29 countries signed the agreement creating a new World AI Cooperation Organization headquartered in Shanghai. strip away the politics and one thing stands out to me. he didn't pitch benchmarks or chatbots. he pitched AI as infrastructure, weather warnings for countries that lose thousands of lives to storms they never saw coming, and training programs for regions the AI boom has skipped. meanwhile most of the Western AI conversation revolves around which lab ships the next frontier model. I don't care who wins the race. I care whether the computing power reaches the people who need it. The full speech is below, and it's worth your time.

So, a lot of Mercor/Surge type companies have popped up in China (EnableExpert, Stardust, Integer Intelligence) These guys have a network of subject matter human experts (finance, law, coding, etc) They basically pair an LLM with a human expert and generate training data. Human expert asks queries, the LLM generates answers, and if the LLM is wrong somewhere, then the human expert corrects it. This data, generated from these interactions, is sold to model labs Just like Mercor/Surge sell this data to Anthropic/OpenAI, etc EnableExpert and Stardust do the same to Chinese model labs

My initial reaction to Kimi 3: - it’s an over-reaction shockingly similar the DeepSeek panic - models like Kimi 3 accelerate and grow the inference market faster than without - Kimi 3 distilled Fable and therefore big training infra still required for leading edge. No Fable, no Kimi 3. - the only reason the training market declines is if we believe we created the ultimate model which we haven’t achieved. We are far away from super-intelligence. - it could pose a P&L challenge to Anthropic and OpenAI. - this is good for hyperscalers - this is good to neutral for chipmakers

Only 2.2% of U.S. households have a paid AI subscription We are still so early

The Moonshot team is cracked.