Kimi K3 & China's AI Dumping Trap Saves Sam Altman

Podcast: Good Revenue · Neeta Bidwai

Opublikowano: 2026-07-29

China is weaponizing open-weight AI with Kimi K3 — a 2.8 trillion parameter model from Moonshot AI — using the same pricing-war playbook that reshaped EVs. The real story isn't the benchmarks. It's the fight over who controls AI pricing power: Nvidia positioning to profit from every outcome, closed-model revenue math that collapses if cheap Chinese models keep coming. And Sam Altman is quietly using this exact geopolitical threat to force Washington into saving OpenAI's IPO while the rest of Big Tech scrambles to protect revenue. CHAPTERS 00:00 What Kimi K3 Just Triggered 01:45 Open Weight vs. Open...