日常焦虑帝

攻城狮/业余投机/右侧交易/游戏开发/Haskell/Rust/C++/Unity3D/C#/对java有偏见/RL/智商欠费/浅尝辄止故平庸/反乌托邦/竹林中/地狱变/手撕菠萝蜜/胸口碎榴莲/单机推特中/乐视一生黑（乐视已阵亡）/华为一生黑（迟早会阵亡 ）/中华跪族/器材党/预防式B台支

[日常焦虑帝 @gpuhell]

我觉得国内应该全面禁止AR。对于一群做着中国梦的人来说，“增强现实”是致命的 （手动滑稽

[日常焦虑帝 @gpuhell]

@Uzulortft @crystalsssup you're right

[日常焦虑帝 @gpuhell]

@klarkxy 接了 tripo，不嫌自己写提示词麻烦的话直接用 tripo 也一样
https://t.co/XNBYl1cDfR

[日常焦虑帝 @gpuhell]

After playing around with Kimi 3D Make, I believe that Tripo3D is responsible for generating the model, while Kimi handles prompt generation, result checking, and generating the result preview.

[日常焦虑帝 @gpuhell]

@wongen19 测下来是 tripo

[日常焦虑帝 @gpuhell]

WTF！I generated a model of DeepSeek chan ( 大肥鱼 | 鲸鱼娘) using kimi 3.1 pro in a short prompt. 3D artists will be cooked.

[Kimi.ai @Kimi_Moonshot]

Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model.

🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal.
🔹 Full-project coding: games in Unreal, Unity & Godot.
🔹 Excels at parametric 3D modeling in Blender & CAD.
🔹 More reliable at finance work: Accurate modeling with hallucination down by 65%.
🔹 Matching the strongest proprietary models across coding, agentic and knowledge benchmarks.

Kimi K3.1 Pro and K3.1 Pro Highspeed (2–3× faster) are now live on https://t.co/85jA71X9gw, Kimi Work, Kimi Code, and the Kimi API.

Open weights by Nov 4, 2026.

🔗 API: https://t.co/XCrgjXAqMw
🔗 Tech blog: https://t.co/5iPP0MBej6

[日常焦虑帝 @gpuhell]

@zhou6uvx tripo

[日常焦虑帝 @gpuhell]

Kimi 3D Make is crazy. It generated DeepSeek chan (大肥鱼 | 鲸鱼娘) given a picture.
It outputs printable model. You can view it online :
https://t.co/OVoP2glPod

[日常焦虑帝 @gpuhell]

@LanLightEcho tripo3d

[日常焦虑帝 @gpuhell]

After playing around with Kimi 3D Make, I believe that Tripo3D is responsible for generating the model, while Kimi handles prompt generation, result checking, and generating the result preview.

[日常焦虑帝 @gpuhell]

Guess what it would look like if you let the computer in Kimi's promotional video generate a model. Swipe to see more.

[日常焦虑帝 @gpuhell]

@zdyxry 测过 K3-256，一轮 5hrs 刚好 weekly usage 20%.
也就是说一个 199￥ 的套餐，goal 5hrs X 5d.
这么用的话月用量会先到

[日常焦虑帝 @gpuhell]

a must-read

[Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞) @teortaxesTex]

Zephyr is of course correct. However benchmaxed, cost-inefficient and crudely promoted, K3.1 Pro is right now the strongest Chinese model and Moonshot has a… chance. But I'm pessimistic for the reasons I want to explain.

- vibes are off. Maybe it'll be great at backend or whatever, but on the consilience of early benchmarks I don't see significant generalization or "big model smell" possessed by Astra/Sol or Fable/Opus, which are its nominal peers on AA. Eg it's merely on par with V4.1F on Extended NYT connections and RuneScape Bench despite OOM+ higher cost and similar token count, and likewise on several more; it fails on robotic control… It's just reasonably strong for its size and active param count, in scale-sensitive tasks like creative writing/debate and in some agentic tasks that respond well to straightforward benchmaxing, distillation and narrow but useful "usemaxing" such as impressive 3D/SVG examples for demos on X. And its attention/cache system, although innovative in its own right and doing well on LCR, exacerbates the costs. I believe they could not afford enough RL, again; and perhaps their RL infra is behind the DSec system, too. This fits with my theory that DS and Kimi have chosen to investigate qualitatively different hypotheses about scaling; and this time, scaling FLOPs (across all stages) lost to scaling *information volume* of post-training. They believed more in emergent capabilities, in higher per-step efficiency; Wenfeng had bet on diversity of samples, trajectory length, and dizzying, branching MOPD teacher flywheel. It remains to be seen if DS can ship their own larger model of the same kind, pushing 4.1F's virtues further (large models from China have been disappointing this year, with K3 the clearest success and V4-Pro the bitterest disappointment); but V4.1 paper suggests they can, and it'd be a wipeout.
- just poor business execution. Anthropic-2024 without Anthropic's clout, coming opportunity to seize a lucrative niche (agentic coding, B2B), American compute or financial markets. K3 was plainly too large, compute- and memory-intensive for them to serve at scale. We see small and shrinking subscription limits. Worse, they still fiddle around with K2 (K2.8), which is to say, a 1T 32AB MLA dinosaur, billing it as a "well-rounded and efficient model". In no way is it a reasonable "Flash" tier in their situation; even if they transmute it into a DSA model, ie a V3.2 gen like GLM 5, it's not going to be competitive with V4.1 series on unit economics. Tellingly, you can't use either 3.1 or 2.8 right now without subscription as they don't have compute to spare. Compare to Whale casually serving 30% of ByteDance Doubao's DAU for free, not breaking a sweat, as well as pivoting from V4 to V4.1 in the span of 5 months. They hint at a 3.1 Flash, and GLM has pulled that off in a similar situation, but they have no recent experience with Flash models, and "K2.8 Preview" was released on 11th Sep, and K2.7 was underwhelming already… so this doesn't inspire confidence in me.
- they heavily depend on Alibaba for compute. Alibaba is invested in the success of its own Qwen series (Q4 that's coming soon is clearly positioned as a direct competitor to K3.1 Pro), and won't just give them allocation to advance beyond parity. So they need to get more. They don't have Whale virtue-aura, national champion reputation, vendor lock into a popular harness and other cheats, so they need to make an argument about projected revenue. It's not clear how they can do that with a straight face, based on current facts. K3.1 is not cheap nor fast like V4.1, nor does it have a unique flavor like K2, or some special abilities distinguishing it from Western sub-frontier (aside from certain web service gimmicks); it's a discount Claude to stuff into Claude Code when Dario cuts off your Singapore transfer station, with very stingy subscription limits, and in this capacity it risks being undercut by Qwen. The PMF here seems rather dubious, and the margins are likely well below DS's reported 85% off-peak. Meanwhile, DS has raised like $20B for compute buildout, their investors are or are affiliated with CXMT/GigaDevice, CATL, SMIC, and they are apparently calling first dibs on Ascend 960 production through 2027. Speaking of, Kimi is also behind on adaptation to domestic compute, and K3-type models are bound to be pretty slow on it. So they will have a harder time acquiring enough compute to catch up on volume of RL or inference, and it does not bode well for Kimi as we near the era where 8T models are table stakes.
Furthermore, one prong of their open source business strategy has been special licensing for price-fixing and revenue-sharing agreements with Western neoclouds, to offload inference load. Those already have V4.1F weights (MIT) + DeepInfer (Apache 2.0), and can even do zany things actually making the offer sweeter for some use cases than OAI/Ant subscriptions, like serving it at 1500 TPS at higher prices; so I suspect both their market and training compute share are getting reduced again, and that's before we get V4.1 Pro.

As Zephyr says, they have money, and there'll be an IPO. They're an excellent lab with a solid reputation, and they have the best Chinese model at the moment (if not the best for the money). But I think the situation is perilous, positions are getting locked fast, and they need a really good V3.1 Flash and an infusion of GPUs asap to course-correct before they bleed out and fall behind.

[日常焦虑帝 @gpuhell]

@SteamedBunBunX 是的

[日常焦虑帝 @gpuhell]

@0xLogicrw codex 降智降成傻子了，周五的 astra 用出了 minimax 的感觉 😅

[日常焦虑帝 @gpuhell]

See? What did I say?
Value for money and word of mouth are the best marketing. Kimi’s model isn’t bad, but its usage quota is the lowest among all coding plans I’ve subscribed to.

[Elshayib @elshayib_]

That's how Kimi AI are promoting their new model Kimi K3.1 pro and I know all the influencers working with them and none of them are honest,I have posted about it myself but I didn't join this and never used their templates that they provide.

PROPAGANDA, I have more to share it's f**cked up I'm gonna have follow up for this

[日常焦虑帝 @gpuhell]

@0xLogicrw 这种宣发模式有点看吐了，性价比和口碑才是最好的宣发。
https://t.co/rERLnyExUt

[日常焦虑帝 @gpuhell]

@Kimi_Moonshot We’re tired of all this launch hype. If you’re going to test, test quietly; if you’re going to release, release decisively—like real men, like DeepSeek.

[日常焦虑帝 @gpuhell]

@YL4424002661286 百分之一点大几的 199 套餐月额度

[日常焦虑帝 @gpuhell]

@mod52653842 2%不到点的 199 套餐月额度

[日常焦虑帝 @gpuhell]

@wongen19 全线上沙盒里完成，3D 生成部分是他们额外训练的生成模型还是外接的不得而知。

[日常焦虑帝 @gpuhell]

Guess what it would look like if you let the computer in Kimi's promotional video generate a model. Swipe to see more.

[日常焦虑帝 @gpuhell]

@luojiuyue 我刚试了可以说：让它生成几组高质量渲染图。那样它会把模型放到 Blender 里重新打光渲染检查

[日常焦虑帝 @gpuhell]

It sounds like soon we might be able to apply for an un-nerfed API version, similar to OpenAI's Daybreak.