Kris Mayaka

Tech #Truth, and don’t waste a word.

[Kris Mayaka @krismayaka]

Intelligence will be free.

[David Sacks @DavidSacks]

Kimi K3 just fixed 15 critical security bugs that Codex and Fable refused because of “cyber guardrails.” There’s no reason to limit American models on tasks that Chinese models handle without issue. We’re only making ourselves less competitive.

[Gavin Baker @GavinSBaker]

Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that was also token efficient unlike Kimi K3 which is 50-70% more expensive to run than GPT 5.6 per Artificial Analysis.

Rationale:

A world where there are only 2-3 dominant frontier labs with 90% inference margins is net negative for every other layer while being awesome for those 2-3 labs. Those labs would become monopsonies for power, data centers, semiconductors and hyperscalers and would obviously vertically integrate over time into all those layers while also completely subsuming the application/software layers. 

Anything that lowers margins and increases competition at the model layer is good for every other AI layer: power, semiconductors, hyperscalers, neoclouds and yes even software.

This is why Jensen is so supportive of open-source. An open-source model requires the *exact* same amount of compute to run as a closed frontier model of similar size and architecture. Kimi K3 is roughly the same price as GPT 5.6 Terra on a per token basis, which actually suggests that it is less computationally efficient as I am sure that GPT 5.6 is priced to a higher margin than K3. And given that K3 is a token wastrel, i.e. token inefficient, it is significantly more expensive per task than GPT 5.6 and Grok 4.5, which are much more token efficient. Cost per token and token efficiency (i.e. intelligence density per token) are the drivers of intelligence per unit of cost. The winning AI companies will be those that offer the most intelligence per $ over time.

Lower margin % at the model layer = more margin $ at every part of the infrastructure layer and is a godsend for software. This can happen either through open-source models like K3 at the frontier *or* having a vertically integrated model company like Meta, SpaceX or Google at the frontier. Both outcomes result in a lower margin % at the model layer as vertically integrated model companies don’t really care where the margin $ come from. This is why it was so painful for OpenAI and Anthropic when Google was right there with them from a model competitiveness perspective and why Grok 4.5 and Muse 1.1 were just as important as Kimi K3.

The reason Kimi K3 is only *potentially* negative for Anthropic and OpenAI is 1) the @ericvishria point that the Claude and ChatGPT products and harnesses may be more important than their models today and 2) the hypothesis that they have much more advanced model checkpoints internally that are already being used for RSI. In the latter scenario, reaching RSI even a few months ahead of other labs might be enough to cement a permanent lead.

Time will tell on both points. And likely fairly quickly.

Caveat would be that since Kimi K3 is not token efficient and thereby actually more expensive than ChatGPT 5.6, we may need to see a more token efficient open-source model at the frontier or see Grok 5/Composer 4/Muse 2 at multiple points on the Pareto frontier for this potential risk to Anthropic and OpenAI to play out. And I am sure they will both vertically integrate as quickly as possible while continuing the product/harness strength they have shown over the last 8 months.

[Elon Musk @elonmusk]

Grok Build is now open source

[Bill Gurley @bgurley]

Possible scenarios (ranked in order):

1/ Your country makes the best cheapest products. You export, and your citizens also buy the best.
2/ Your country doesn’t make the best/cheapest; but your consumers enjoy them (Brazil below).
3/ Your country doesn’t make the cheapest/best AND your country blocks access to your market. So you pay more for worst products, and you don’t export. Plus your local companies become less globally competitive as they are protected.

#3 is the worst. It’s what Europe did when America thrived. And it’s what many in Washington recommend today.

[@jason @Jason]

OPEN SOURCE = UNLIMITED SOVEREIGN INTELLIGENCE

[Bill Gurley @bgurley]

This is absolutely correct. The only way to fight "open" is with "open." Glad to hear a voice in Washington that understands the real stakes.

[@jason @Jason]

This Austin bbq post is for Japanese X users only — algo, please share this so I can get more 🇯🇵 followers

Please check in Tokyo peeps!

[RT @RT_com]

Putin: no going back to EU

Read more👇

[Pedro Domingos @pmddomingos]

It's mind-blowing that the entire AI revolution is being driven by a single 10-line algorithm.

[Velina Tchakarova @vtchakarova]

China has solved the demographic problem before it has begun.

[Chamath Palihapitiya @chamath]

https://t.co/df8exdhVe0

[Bill Ackman @BillAckman]

This is frightening. Curious what @elonmusk thinks.

[Ray Dalio @RayDalio]

It's now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I've described repeatedly and laid out in detail in my book and Youtube video titled Principles for Dealing with The Changing World Order. You can find the video linked in the comments below.

[Katie Miller @KatieMiller]

Feminism was funded to dismantle the family, not to liberate women.

[Naval @naval]

China is a conglomerate willing to use its GDP and power to cross-subsidize any internal business that benefits from scale economies and network effects, until that business achieves a global supply monopoly.

[Gunther Eagleman™ @GuntherEagleman]

President Trump just shared this AI video of Kamala Harris 🤣

This is going to TRIGGER the Left!

[Sundar Pichai @sundarpichai]

New breakthrough quantum algorithm published in @Nature today: Our Willow chip has achieved the first-ever verifiable quantum advantage.

Willow ran the algorithm - which we’ve named Quantum Echoes - 13,000x faster than the best classical algorithm on one of the world's fastest supercomputers. This new algorithm can explain interactions between atoms in a molecule using nuclear magnetic resonance, paving a path towards potential future uses in drug discovery and materials science.

And the result is verifiable, meaning its outcome can be repeated by other quantum computers or confirmed by experiments.

This breakthrough is a significant step toward the first real-world application of quantum computing, and we're excited to see where it leads.

[Sundar Pichai @sundarpichai]

Read more about today’s breakthrough here: https://t.co/1bQ7v9Iaoa