It may be time to rethink the AI trade as two increasingly distinct AI ecosystems emerge around the US and China, according to a new analysis from Goldman Sachs. “The narrative of a global AI duopoly is gaining traction among investors,” wrote strategists led by Kinger Lau in a note published on Sunday. One ecosystem
China’s Kimi K3 has become the latest AI sensation, generating so much interest that developer Moonshot AI temporarily suspended new subscriptions just days after launch. “K3 represented another example where the ability of China’s leading AI labs to keep pace with the US frontier has surprised global investors,” Bernstein analysts led by Robin Zhu wrote
Every once in a while, a Chinese company releases a new AI model and Americans freak out. That’s what happened last week when China’s Moonshot AI unveiled the Kimi K3, which surpassed a number of notable benchmarks. By most accounts, the Kimi K3 rivals some leading US models for a fraction of the cost. The
Jason Calacanis, venture capitalist and co-host of the “All-In Podcast,” said the pace of AI progress is accelerating and made some bold predictions. “It’s happening folks,” Calacanis wrote on He argued that the field has moved faster in the last 30 days, by a dozen players, than the year before, with open source models “composite”
