pepse🛡

Obsessed with privacy $ZEC
Covering China´s AI takeover $XPEV & more

[pepse🛡 @pepse02]

He Xiaopeng: “We can be number one in Europe." $XPEV

[pepse🛡 @pepse02]

@Shaughnessy119 At what valuation would you consider chinese LLMs? MiniMax down 50% already since your post... https://t.co/jjibqK53cm and Minimax on track to $1B ARR for 2026 (10x compared to 2025)

[pepse🛡 @pepse02]

Idk this $ZEC pump feels kinda fake.

[pepse🛡 @pepse02]

As expected, https://t.co/jjibqK53cm TKR: 2513 dropped 32% since my last post.

We could enter a buying zone.

Let´s see how the market reacts on Monday.

[pepse🛡 @pepse02]

Added Knowledge Atlas Technology Ticker:https://t.co/9ixjpjErIW to my watchlist.

They will become one of the biggest winners as Chinese open-source models are about to take over.

I expect a bigger correction as the 6-month lock-up period expires this Wednesday, July 8, unleashing a massive wave of insider shares into the market.

[pepse🛡 @pepse02]

I like https://t.co/jjibqK53cm more than MiniMax right now.

Less debt and share dilution, clear path to profitability in 2 years.

Higher price, but better performance (still 3-4x cheaper than Opus, GPT...)

Big tech is already using Ziphu´s GLM 5.2, and they´re impressed.

[pepse🛡 @pepse02]

$XPEV will have this same moment with their humanoid robot

[Arena.ai @arena]

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!

[TechLead @techleadhd]

Kimi K3: China just beat Claude AI at coding

(full video below)

[pepse🛡 @pepse02]

@QuantumTumbler They will open-weight the full model on July 27th so you can run it on your local server just like Coinbase and Uber for example already do, for a way cheaper price

[pepse🛡 @pepse02]

@zhusu It's way less after they issued more shares. Closer to 20%

[Josh Swihart 🛡 @jswihart]

You are not data. Opt out. zcash:native

[pepse🛡 @pepse02]

@TheStalwart Never buy stocks right after the lock-up period expires

[pepse🛡 @pepse02]

Dr. Burry has entered the China Boat

[Cassandra Unchained @michaeljburry]

It is a particularly good time to look to Hong Kong for cheap stocks that should do well as the shine comes off Korea, Japan & the Soxx.

https://t.co/Y0SfVQZEtj

[pepse🛡 @pepse02]

$BABA holds roughly ~20-30% of Moonshot AI (Kimi-K3). The best coding model in the world right now.

[Arena.ai @arena]

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!

[pepse🛡 @pepse02]

While everyone's portfolio is bleeding...

My portfloio is up 4.12% today

$XPEV is up 4.12% today

IYKYK.

[pepse🛡 @pepse02]

@cyberprince_rwo Brother you can buy the whole world with 1M XPENG shares in 5 years don't worry 🤣

[pepse🛡 @pepse02]

We al know Chamath holds a ton of $ZEC

He will only make it public when it's already mainstream

[Chamath Palihapitiya @chamath]

https://t.co/tQIMqFTfIf

[pepse🛡 @pepse02]

@seams5s I bought the dip on CYPH when ZEC was $336 last month and I´m up like 7% now

[pepse🛡 @pepse02]

Even US Big-Tech will be forced to buy tokens from China

[Daniel Romero @HyperTechInvest]

Chamath Palihapitiya thinks demand for $META and $SPCX LLMs will increase

Calls OpenAI and Anthropic tokens “too expensive for most use cases.”

Full quote:

“At some point, the downstream ecosystem and the ultimate buyers of these tokens also need to make money.

Think of AI as oil. A ‘barrel of intelligence’ is one million tokens. Anthropic and OpenAI may charge around $26, while Anthropic’s latest model costs roughly $56.

Elon is selling that same barrel for around $1. Zuck is about to sell it for $1.50. Google is trying to sell it for $1, and Chinese companies will sell it for $0.50.

This rationalization has to happen. Companies relying on expensive models and passing those costs on to customers may eventually run into downstream difficulties.

Everyone in this ecosystem is still trying to determine how to price AI so that the ultimate buyer can make more money and grow faster. That remains an open question.”