@thdxr You assumed policy makers took undergrad econ 101 and they passed the course.
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Dick Thung
653 posts
it is crazy how stupid we are
infinite examples of export controls being a stimulus for domestic production
this isn't some hidden secret counterintuitive concept. they teach this to econ undergrads
MTS@MTSlive
SITUATION DETECTED: Z.ai has completed a 1 gigawatt data center housing only Chinese-made chips, per Bloomberg.
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Bruh if the Chinese are distilling American models right at a cheaper cost? Hear me out. Why aren’t the Americans distilling their own models to make it cheaper?
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@Akshay272727 @zeroxkyle Progress is good, but only if it comes from OpenAI with premium pricing packages
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@zeroxkyle Translation: "Progress is good, but only if it comes from us"
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I’m an AI PhD at Oxford wanted to move to the US for years, but it never worked out. Maybe I can share why.
To me, it feels like the US is making it harder and harder for Chinese talent to come or stay.
First, Trump signed PP10043, which meant I couldn’t go to the US for any graduate school. That’s why I had to turn down my Stanford offer and come to Oxford.
Later, I qualified for an EB-1A (the extraordinary ability green card). But because I was born in China, I’m stuck in a country-specific backlog that could take another 4–5 years.
Meanwhile, on the other side, I’m getting 3–4 emails from China almost every week. They offer high salaries, free housing, generous research funding, and even offered an astonishing amount of money just for me to come back and have a conversation.
I’ve always loved the American spirit. I truly believe my abilities could have a bigger impact there. But honestly, the whole process has been incredibly frustrating.
All of this makes me wonder whether I should just give up.
Why am I spending so much energy trying to go to a country that doesn’t seem to want me, when another country is doing everything it can to bring me back?
signüll@signulll
kimi’s founder & ceo got his phd at cmu. why didn’t he stay in america?!
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@stevehou China labs iterate very fast. Few months from now both costs will drop significantly.
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@ziv_ravid He doesn’t want his billions dollars oAI stock options becoming thousands dollars.
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@BrianTycangco @Kimi_Moonshot Do people realise BABA own 36% of Moonshot AI?
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They didn’t just narrow the gap. They OBLITERATED it judging from the latest @Kimi_Moonshot coding performance comps. Talk about firing a shot across the bow of US AI firms after accusations by Anthropic of Chinese tech $BABA use of distillation. I feel a big delay in these AI IPOs as investors begin to question their valuations in light of China’s challenge.
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@VladTheInflator Everyone will be happy except Altman, Dario, and their greedy VC backers.
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Does anyone know what happens to the US economy if China floods the world with cheap AI?
Datacurve@datacurve
Kimi K3 debuts at #3 on DeepSWE. It's the first open-weights model that delivers frontier-level performance, achieving results similar to Claude Fable and GPT-5.6 Sol.
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@ianbremmer @mehdirhasan Ohh Trump actually has checks and balances on his power.
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@mehdirhasan xi much more powerful than trump. china not as strong as the us but xi with no term limits or checks and balances.
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How is this real? How do we tolerate this? How do we pretend this is normal? He’s the weirdest man in the world but also the most powerful.
Acyn@Acyn
Trump: I know about sports and I know about a little bit about soccer, but I watched Messi and he was well guarded… And all of a sudden he's standing on the right. Do you understand what I'm talking about? I just noticed it. Nobody talked about it. I just noticed it
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@yuhasbeentaken Just use it if it can get the job done and the cost is affordable. The biggest benefit is users now have choices across the wide price spectrum.
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i think chinese model teams are getting much better at building hype… i’m not even sure whether i mean that as praise or criticism.
frontend coding is obviously one of the easiest ways to grab attention on x.
rumor has it deepseek v4 is also insanely good at frontend. chinese social media is already full of one-click generated mini games.
Chubby♨️@kimmonismus
I stand by this: Kimi K3 will be a DeepSeek 2.0 moment in its own right. Perhaps not immediately visible on the stock market, but a global wake-up call that will trigger a "code red" for many.
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As a Kimi annual subscription member, I tested the K3 for a day:
K3 is another outstanding Chinese open-source model after GLM5.2.
Frontend aesthetics are superior to GPT5.6.
Backend code and mathematical capabilities are not as good as GPT5.6 and fable5.
青龍聖者@bdsqlsz
Deepswe's benchmark results are my own experience. I've used all models, GLM 5.2 ≈ Claude Opus 4.6–4.7. Kimi 2.7 code more like inference optimization. Looking forward to K3. Doubao-seed 2.1 Pro around 37% ≈ Gemini 3.5 Flash. code are quite weak, but visual are strong.
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韩国时报
消息人士称，美国寻求分享韩国芯片制造商的超额利润
美国贸易代表办公室副代表Rick Switzer上月在与韩国通商部长官吕翰九的会谈中明确表示美方理应分享SK海力士和三星电子的巨额利润
最终还是来了
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I knew China was close to surpassing Anthropic when I hit Kimi 3 rate limit within about 15 minutes
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@kunchenguid Did you use it as api service through coding agent or use website? The website is horribly slow.
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ok just spent a morning with Kimi K3 as my firstmate, here's my real experience
1. it's very, very slow
potentially due to the fixed max reasoning. you should expect the experience of something slightly slower than fable
2. its claimed cost efficiency is not manifesting in real economics
i bought the $40 plan, and a few prompts later it's already eaten 1/3 of my 5-hr limit - it was in a single session and my context window was only 200k long at that time
i don't care what the benchmark numbers say, and what the face value API pricing is, in reality Kimi K3 burns my Kimi subscription as quickly as Fable burns my Anthropic plan - i observe no efficiency benefit
3. its instruction following capability is weaker than other frontier models
firstmate stretches frontier models' reasoning capability and is a really good test that can quickly reveal how good a model is at following instructions
the pure "intelligence" of K3 does hold up - it understands my intent very well, and can diagnose problems, delegate tasks all fine
but i very quickly noticed many instructions in firstmate's system prompt not strictly followed by Kimi K3. these were never a problem with gpt 5.5, 5.6, opus, fable and grok 4.5
so all in all, i'm now very skeptical of the claimed performance and going to keep my eyes wide open on its true capability
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@doodlestein Tbh I just totally don’t how come Google can come with sth like Mythos. They have the best of almost everything.
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It must be acutely embarrassing for Google and DeepMind’s top management that, despite having:
1) a multi-year head start, with most of the top minds in the field working there;
2) their own custom training and inference silicon now on its EIGHTH generation;
3) total investment in property, plant, and equipment of $281 billion;
4) over 80k engineers;
5) most of the world’s data collected and indexed for 20 years (including ungodly amounts of documents, emails, code, books, photos, videos, etc.);
they have been utterly upstaged by Kimi, a company with fewer than 500 employees and founded by Zhilin Yang, who only received his PhD from CMU in 2019 (recall that Hinton had been working at Google since 2013!).
Something is deeply dysfunctional and broken there to lead to an outcome this bad.
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@Elaina43114880 The soon Anthropic 1T IPO will tank. Why am I feeling so happy about that?
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@kyleichan Hahaha the mighty US lab with billions dollars of budget and access of cutting edge chips need to use DS architecture and do distillation on K2.5.
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