説明文:
On July 16, 2026, Beijing-based Moonshot AI announced Kimi K3 — a 2.8-trillion-parameter model, the largest open-weight release ever, claiming performance within reach of America’s frontier models. Three days later, demand was so heavy the company stopped taking new paid subscribers. Meanwhile, OpenAI and Anthropic have reportedly filed for IPOs at a combined valuation near $1.8 trillion, and the U.S. administration is reportedly weighing restrictions on Chinese models. This video steps back from the benchmark race to ask a harder question: when a nine-out-of-ten model sells for one-tenth the price, and the lead time of the frontier shrinks to months, does the world’s most expensive software business still work?
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