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What Kimi K3 tells us about the US-China AI race
Moonshot released Kimi K3 on Thursday and had to stop taking new subscribers by Sunday because it did not have enough compute to meet the demand. I talk about what that says about China’s progress despite US chip controls, the difference between releasing a model and having the infrastructure to run it, and the growing role governments are playing in deciding who gets to build and use frontier AI. 00:00 Frontier AI: Compute, Control, and China
01:34 Export Controls
10:16 The Fable Shutdown
14:52 Compute Constraints

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