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More Knowledge · Jul 24, 2026

Frontier AI: Compute, Control, and China

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David Elikwu · More Knowledge

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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

Read the original on theknowledge.substack.com

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