X日报 · 综合

El CEO de Anthropic viendo como China lanza un nuevo modelo de IA que supera a Claude Opus 4.8 en TODO, iguala a Fable 5 costando 8 VECES MENOS, que encima es 100% Open source y no puede hacer nada al respecto https://t.co/Zg8GgkbOMj

Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.

This is a 17-place jump from Kimi-k2.6 (#18 -> #1).

In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.

The full model weights will be released by July 27.

Congrats to the @Kimi_Moonshot team on this major milestone!

CHINA HA SUPERADO A ANTHROPIC CON ESTE NUEVO MODELO

Puse a Kimi K3 contra Fable 5 con el mismo prompt de landing page y grabé todo:

→ Fable 5: 45.800 tokens, $0.42
→ Kimi K3: 38.200 tokens, $0.05

El resultado de K3 es mejor, más rápido y me ha costado 8 veces menos

Un modelo open source ganando al mejor modelo cerrado del mundo en su propio terreno

MAJOR BREAKING: President Trump says 220 million U.S. voter files were stolen by the People’s Republic of China and says the intelligence was deliberately covered up by deep state actors within the U.S. government. https://t.co/nUGGnVoNeJ

JUST IN: NBC & ABC will not air President Trump’s primetime address live on their broadcast networks.

BREAKING: Trump is projected to accuse China of election interference during tonight's "really big" address.

81% chance. https://t.co/OLxdr5sEF0

JUST IN: Trump orders the FBI to fully investigate & pursue crimes tied to an alleged 2020 Michigan voter-registration fraud scheme.

This is not a meme stock.

This is $IBM, a multi billion dollar company.

It is down 28% today.

It lost billions in marketcap. https://t.co/kgstpDA7Z5

Holy.

Look at this.

Lucid, $LCID, is down 40% TODAY on bankruptcy news. https://t.co/NU3jAN7iGu

🚨 JUST IN: President Trump has just shocked the "experts" again, obtaining a whopping +$100 BILLION DOLLAR INVESTMENT from Taiwan semiconductor maker TSMC into USA manufacturing and jobs

They said it was impossible but it HAPPENED AGAIN! 🔥

TSMC's investment is now a staggering $265 billion...over a QUARTER TRILLION DOLLARS.

Trump knows what he's doing 🇺🇸

$MRVL -43% from ATH's

$WDC -42% from ATH's

$SNDK -40% from ATH's

$STX -34% from ATH's

$MU -33% from ATH's

$INTC -32% from ATH's

$DELL -15% from ATH's

$AMD -15% from ATH's

These are your top 8 best performing S&P500 components YTD.

Healthy.

Some of the engines didn’t start, triggering an automatic launch abort.

Now offloading propellant.

Next launch attempt hopefully in a few days.

Starship launch window opens at 5:45pm Texas time

To be confident of a good flight, 2 Raptors will be removed & replaced. Most probable launch timing is early next week.

Starlink now available in Côte d'Ivoire!

My favorite moment from the entire URKL Robot Fight!

One brutal kick sent the robot's head hanging loose. and it somehow kept fighting like nothing happened!

I completely lost it. Had to lower down the volume of my laugh 😂😂 https://t.co/QtbHW7UcvS

China open-sourced a model that reconstructs any scene in 3D from a regular video, in real-time.

one camera. no LiDAR. 10,000+ frames without falling apart.

just walk around with your camera and watch the entire world get rebuilt in 3D at 20 fps.

→ runs at ~20 FPS on a single GPU
→ Stable over 10,000+ frames
→ Beats optimization-based methods on benchmarks
→ Works on drone footage, driving videos, indoor walkthroughs

100% open source.

This is too much for one day.
- Kimi K3 crushes Fable
- EngineAI hosts largest robot fight

Now China 🇨🇳 announces that it’s putting humanoid robots on autonomous flying hoverboards, and letting them fight????

It’s all happening too fast man. https://t.co/lTbji1aiO6

Chinese models are 112x cheaper than Anthropic per million tokens.

Chamath laid it out on CNBC: a "barrel of intelligence" costs $56 from Anthropic, $26 from OpenAI, $1.50 from Meta, $1 from xAI and Google, and $0.50 from Chinese models.

That is not a pricing quirk. That is the steepest commodity curve any technology has run in recorded history.

Oil took 40 years to compress like this. Semiconductors took 20. AI inference is doing it in months.

The companies sitting at $26 and $56 are not stupid. They're buying time… betting that trust, safety, and enterprise contracts hold the premium long enough for costs to catch up.

What they cannot bet on is the timeline.

Because the $0.50 model is not a demo. I've been inside the labs building it.

NVIDIA open-sourced a 600M model that transcribes 40 languages in real-time at 80ms latency and it costs $0.

that's faster than you can blink. across mandarin, arabic, hindi, portuguese, tagalog, whatever,from a SINGLE checkpoint.

→ 17x more concurrent streams than buffered ASR on the same H100.
→ punctuation + capitalization built-in. no post-processing.
→ runs on your own GPU. no API bill

100% Open Source.

Neoclouds: The Kimi K3 Scare

Kimi K3 caused a large scare in the AI trade as this Chinese open source model matched frontier models on benchmarks. Let me unpack what's actually going on.

Chinese Labs have much less GPUs than American Labs and yet are able to train "just as good" of a model. This implies that Chinese Labs have huge efficiencies that allow them to use much less GPUs in training. This is would imply less HBM, less datacenters, less cloud bills - the whole capex heavy buildout that the AI trade is predicated upon.

Now here's the big hole in all this logic. MoonshotAI, the Lab that made Kimi K3, is supposedly a magnitude more efficient in training than American Labs yet their inference compute consumption is the same or less efficient! Kimi K3 cost exactly the same as GPT 5.5 and slightly less than Claude 4.8 Opus High.

Some people are misunderstanding what expensive tokens mean. Yes the cost of the open source weights/topology is 0 but the amount of the compute/GPUs that you need to run the model is a metric of a efficient your inference is. Compute/GPU time is very expensive and cost of open source inference is very not free.

Now, it makes absolutely zero sense that MoonshotAI Kimi is so much more efficient in training but slightly less efficient in inference. Why? Training is a the forward pass plus backward pass and inference is the forward pass. This means that training efficiency improvements lead to inference efficiency improvements.

You know why MoonshotAI training and inference efficiencies are asymmetric? Because their "training efficiencies" come from distilling American models. If MoonshotAI had true training efficiencies they would also show inference efficiencies but they have no advantage in inference efficiencies!

AI Capex will still continue because:
1. If American Labs stop training capex, then Chinese models will also stop improving. AI progress will have stopped. American companies have never given up just because Chinese are trying to copy them.
2. Chinese model still consume alot of compute/GPUs for inference. Inference demand will outstrip training demand anyways.

Kimi K3 is insane🤯

It built an Animal Crossing-style game, and it generated a fully playable experience with the cozy aesthetic, interactions, and gameplay loop in a single shot.

Open-weight models are starting to rival the best closed models for game generation. The pace of progress is getting ridiculous. 🌱🎮

Kimi K3 is actually crazy. Someone just remade HALO CE 10v10 multiplayer with one prompt. No engine. No dev team. No months of work.

Kimi K3 is miles better than Anthropics Fable 5 from what I can see. We will be seing AI game making take over after the summer! https://t.co/zjOyITA9eq

OFFICIALLY SAYING KIMI K3 IS BETTER THAN CLAUDE FABLE-5 AND GPT-5.6-SOL FOR FRONTEND DEVELOPMENT

Tried building a macOS-style UI for an AI operating system with Kimi K3.

This whole thing took about 15 minutes from a single prompt. https://t.co/Yv0qrG5E9l

BREAKING: The House has passed legislation to make Daylight Saving Time permanent nationwide

BREAKING: Trump Media to sell "faster access" to President Trump's Truth Social posts, which will let traders and investors pay for real-time feed of Truth Social posts.

BREAKING: CDC investigators officially identify Taylor Farms lettuce supplied to Taco Bell as a suspected source of the cyclosporiasis outbreak sickening thousands.

BREAKING: 9.16 million US borrowers, nearly 20% of the 43 million Americans with federal student debt, are in default, per YF

Iran's IRGC: As long as the US stays in the region, not a drop of oil and gas will be exported from the region.

BREAKING: Germany’s Chancellor Merz: US tariffs have badly damaged the German economy.

JUST IN: Satellite images reveal China has built a full-scale replica of Taiwan’s presidential district for military drills.

🚨 BREAKING:

​The Israeli Defense Minister stated that Iran's cluster-warhead missile attacks against Israel are a "war crime."

​You are the ones committing actual war crimes! https://t.co/R1Gv7eACS0