tae kim
69.4K posts

tae kim
@firstadopter
"Key Context" Substack covering Nvidia/AI. Reached #1 new bestseller in first 24 hrs Subscribe https://t.co/3N2fHOXQfL "Be so good they can't ignore you"



K3发布后,很多美国科技圈的人都在问,为什么 @Kimi_Moonshot 创始人杨植麟在美国完成学业后却没有留在美国? 答案可能有些反常识:不是他不想在美国,而是美国留不住他。 以杨植麟当时的履历,如果留在美国,他大概率会进入苹果、Google、Meta这样的公司,成为一名顶级科学家。 拿高薪、发论文、训练模型,在一个成熟的研究体系里不断向上走。 但他很难做出Kimi这样的模型。 他自己也在早期的访谈里表示过,在大厂里,科学家可以决定一项技术怎么做,却很难决定公司把多少算力、资金和人才押在这项技术上。 研究、产品和商业被切割在不同部门,个人能力再强,也只是庞大机器中的一个环节。 另一个重要的原因是如果当时留在美国创业,他同样未必能融到后来月之暗面获得的资金。 一个刚毕业、没有美国本土创业网络的中国研究者,很难让资本迅速把巨额资金和算力资源押在自己身上。 美国的钱更多,但有资格拿到这些钱的人,并没有想象中那么多。 回到中国后,情况反而不同。 杨植麟既有CMU和顶级AI研究的背景,又熟悉中国的人才、资本和市场。 他在这里不是大厂体系里的一名科学家,而是少数能够同时连接技术、融资、算力、团队和产品的人。 所以他不是因为H-1B、移民政策或者找不到工作才离开美国。 他完全可以留下,只是不愿意把自己最好的十年,变成一家大厂履历中的几行字。 如果杨植麟留在美国,世界上可能会多一位在硅谷大厂的AI科学家。 他选择回到中国,才有了月之暗面和Kimi。 当然,如果他留在美国很大可能会成为ICE(现在叫NICE)的目标,或者受到一些不该有的歧视。

Based on NYT reporting, Iranian missiles are successfully penetrating air defenses and striking the US bases in Jordan with every wave. Unless US destroys the missiles and launchers (something it failed to do even at the height of the war), the bases will remain vulnerable.

Native AI app startups are gonna feast the next 12 months. FEAST

Studios' leadership within Xbox detest Game Pass, according to Jason Schreier “There are a lot of people out there in studio leadership within Xbox who absolutely detest Game Pass and think it has destroyed the value of their games. Think it has taken away from the value of all games in general just as a service and just has contributed a lot of just; it's been a detriment to the games industry and those people's views because of how it devalues games.” Jason speculates Game Pass will move away from Day One games in the future. “I think they keep it going, but at some point they're just going to remove day-one sales cuz that makes no sense anymore.”

Live shot of American startups waiting to download Kimi K3 open weights on July 27, 2026.

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?

CENTCOM Statement on Recently Fallen, Missing U.S. Service Members TAMPA, Fla. — On July 17, two U.S. service members in Jordan were killed in action as U.S. Central Command (CENTCOM) and partner forces defended against Iranian ballistic missile and drone attacks. Additionally, one service member is currently missing. Four American service members were medically evacuated to Jordanian hospitals. They have since been discharged. Other personnel who were evaluated for minor injuries have returned to duty. Out of respect for the families, CENTCOM will withhold additional information, including the identities of the fallen warriors, until 24 hours after the next of kin have been notified.


Kimi/Moonshot founder Zhilin Yang was at Nvidia GTC youtube.com/watch?v=CwePo4…





Kimi Agent Swarms









