Last week as insane here with China delivering a series of body blows to the American “tech stack”.
Xi Jinping, the Chairman of the Communist Party of China gave his full throated support to open source AI development. Never in my wildest dreams would I have expected “The Party” to take such position.
Moonshot releases Kimi K3 and the model quickly becomes the center of everyone’s attention. And not only is there a consensus that the performance is just shy of the American frontier models, but there aren’t any guardrails. Just use Kimi to do what you need to do. It was only a month ago with Zhipu released GLM 5.2. The iteration process in just instance.
Finally, there was the listing of CXMT which is now the largest IPO of a Chinese company in a decade. The company is set to raise some $8billion all of which will be deployed to aggressively expand DRAM production capacity. The impact has been immediate if you just look at the price action of Samsung, SK Hynix and Micro.
I have no idea what to expect sitting here first thing on yet another Monday Morning.
Xi Jinping, the Chairman of the Communist Party of China gave his full throated support to open source AI development. Never in my wildest dreams would I have expected “The Party” to take such position.
Moonshot releases Kimi K3 and the model quickly becomes the center of everyone’s attention. And not only is there a consensus that the performance is just shy of the American frontier models, but there aren’t any guardrails. Just use Kimi to do what you need to do. It was only a month ago with Zhipu released GLM 5.2. The iteration process in just instance.
Finally, there was the listing of CXMT which is now the largest IPO of a Chinese company in a decade. The company is set to raise some $8billion all of which will be deployed to aggressively expand DRAM production capacity. The impact has been immediate if you just look at the price action of Samsung, SK Hynix and Micro.
I have no idea what to expect sitting here first thing on yet another Monday Morning.
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