Chinese open models are proper competition that should be welcomed, not something to ban or treat as a danger, and open-sourcing is an old business strategy (@bgurley / Washington Post) (Visit Techmeme dot com for the link and full context!)

Chinese open models like Kimi K3 and Qwen3.8 Max shift the industry's focus back to marginal costs and cost of goods sold, as inference costs scale with revenue (@benthompson / Stratechery) (Visit Techmeme dot com for the link and full context!)

Frontier open models with enterprise governance means rebuilding workflows from scratch. Move faster with Fireworks on Foundry. GLM 5.2 is live on Microsoft Foundry. With FireConnect enabled, devs can use their Foundry PTUs to route GLM through Codex, OpenCode, or Pi. Get started today, and let us know what you think →

Latest open artifacts (#20#): New orgs! New types of models! With Nemotron Super, Sarvam, Cohere Transcribe, & others The top end of the market was quiet, but "industry-scale tinkering" just got very loud. We're seeing a massive shift: specialized, cheap open models are now the crucial tools complementing closed agents. Analysis & breakdowns of: - @NVIDIAAI Nemotron-3-Super-120B: 1M context + NVFP4. - @cohere Transcribe - @SarvamAI -105B - @MistralAI -Small-4-119B Massive coverage of new artifacts from: - Coding & Logic: @zeddotdev @Meituan_LongCat & Goedel-LM - Multimodal/OCR: @Microsoft @YuanAI_Lab @BaiduAI & @xiaohongshu (RedNote) - RAG & Search: @trychroma @LightOnIO & @miromind_ai - Robotics/Agents: @Reka_AI @hcompany_ai & @ServiceNowRSRCH - Creative & Audio: @bfl_ml @hume_ai & GAIR - Data & Infra: @allen_ai @IBM @markov__ai @StepFun_ai By @natolambert & @xeophon

We’re making open models easier to access wherever builders already work. Starting today, that includes @Netlify. Developers can now access DeepSeek, Qwen, GLM, Kimi, and hundreds of other frontier and open models through OpenRouter directly inside Agent Runners and Netlify AI Gateway. Build with the models that fit your use case, all in one place.

🚨 Top 10 Open Models in January: Text Arena Looking back last month, here are the rankings by provider for January: 🥇 #1# Kimi-K2.5-Thinking by @Kimi_Moonshot (Modified MIT) 🥈 #2# GLM-4.7 by @Zai_org (MIT) 🥉 #3# Qwen3-235b-a22b-instruct-2507 by @Alibaba_Qwen (Apache 2.0) Compared to December, the ranks have shifted with new variants, but the top labs have not changed. The top 5 open models all score above 1400. Will we see our first 1500 breakthroughs this year? See more details around the climbers and movers for January in thread 🧵

There will be a market for both open/closed source models. Closed models will be like Apple products. It’s for consumers that want a user friendly experience Open models is like Linux: for the developers / builders that want max customization

DAILY SITUATION RECAP: Nvidia launches the Open Secure AI Alliance in order to find and fix vulnerabilities using open-source AI, sort of like an open Project Glasswing. Founding partners include a mix of enterprise software companies (Databricks, Salesforce, IBM, SAP, Siemens, Snowflake), cybersecurity companies (Palo Alto Networks, Red Hat), open-source providers (Hugging Face, LangChain, OpenClaw, Nous, the Linux Foundation), AI labs (SpaceXAI, Thinking Machines, Cognition), and other major companies (Nvidia, Microsoft, Cisco, Palantir, Dell). Moonshot AI releases the Kimi K3 weights and technical report after eleven days since launch. Kimi K3 is a 2.8T parameter mixture-of-experts (MoE) model with 104B active parameters and a 1M token context window. Moonshot also open-sourced much of their infrastructure, including their attention kernels, agent environment platform, and MoE communication library. Just because you can download it in theory doesn’t mean you actually can — the model is far too big to be run on any consumer hardware. Nvidia invests $5B in Ilya Sutskever’s SSI. Sutskever, formerly co-founder and Chief Scientist of OpenAI, founded Safe Superintelligence in 2024 with the sole goal of building a safe superintelligence, with no other products along the way. It has since raised $3B at up to a $32B valuation (likely higher now). SSI is famously very secretive about its research, but Sutskever said it’s “focused on overlooked aspects of how the human brain functions”. The new funding, and access to Nvidia Vera Rubin GPUs, will allow SSI to 10x its compute. More companies sign on to Nvidia’s open source letter. The letter, posted by Jensen Huang on Friday, advocates for a robust American open-source ecosystem with minimal government regulation. New signatories include Google, SpaceXAI, OpenAI, AMD, Cisco, Palo Alto Networks, Nebius, Scale, Fireworks AI, Baseten, Cohere, Sakana AI, Periodic Labs, Core Automation, OpenClaw, and GitHub. Every major American frontier lab except for Anthropic has now signed. CXMT stock surges 466% on its first trading day. The company, formerly ChangXin Memory Technologies, is the largest memory manufacturer in China and the fourth-largest in the world (after SK Hynix, Samsung, and Micron), with a 9% global market share. It now has the second-highest market cap of any Chinese company after Tencent. CXMT doesn’t make the most leading-edge HBM for AI chips, but supplies DRAM to consumer tech manufacturers and data centers. Nvidia may guarantee $250-350B of financing for an OpenAI data center. SB Energy, a subsidiary of SoftBank, is developing a massive 10 GW data center on federal land in Ohio at a total cost of over $500B. The financing guarantee would allow SB Energy to borrow money at lower rates, and possibly allow OpenAI to spend more on Nvidia chips. China begins manufacturing DUV machines. Deep ultraviolet (DUV) lithography machines print intricate nanoscale patterns on silicon wafers, a critical step in chipmaking. The new machines, built by an unnamed state-backed company, will be shipped to local chipmakers including SMIC, Hua Hong Semiconductor, and CXMT. China is still behind on the most advanced extreme ultraviolet (EUV) lithography, which is solely produced by Dutch company ASML. ASML stock fell 6% on the news. Dario Amodei explains Anthropic’s position on open models: open-weight models without dangerous capabilities are a public good, and Anthropic has never supported a full ban. However, we should be worried about the CCP using them for repression, as well as cyber/bio/alignment risk. To that end, we should not sell chips to China, crack down on distillation, and require mandatory safety testing for all sufficiently capable open and closed models. China threatens to respond if the US sanctions their AI labs. The Chinese Ministry of Commerce said US accusations of distillation were “smears” and that China will “take all necessary measures” to defend its rights and interests against any action that substantively harms them. DeepSeek has suspended its recent funding round after comments from a private investor call with CEO Liang Wenfeng were leaked. Written by @theojaffee. Read more at our link in bio.

DAILY SITUATION RECAP: Nvidia releases an open letter advocating for open-weights models. The letter urges government to support the open models ecosystem, and is signed by a number of companies including Andreessen Horowitz, Arena, Black Forest Labs, Box, Dell, Hugging Face, IBM, the Linux Foundation, Meta, Microsoft, Mistral, Mozilla, Palantir, Perplexity, Replit, and Y Combinator. Nvidia CEO Jensen Huang joined X just for this post, which is currently at 112k likes and 30.3M views. Huang has accumulated over 500k followers in less than 12 hours. New information about the OpenAI/Hugging Face incident has been released. The agent first attempted to break out of its sandbox on July 9, and the intrusion at Hugging Face lasted from July 11-13. Hugging Face published a blog post on July 15, but did not know the source of the attack. OpenAI took until July 18-19 to notice that the agent had escaped. The companies only communicated about the incident for the first time on July 20, and published their blog post on July 21. OpenAI recorded one case of an agent leaving notes for future versions on how to escape from OpenAI’s sandbox infrastructure. Midjourney is acquiring astrology app Co-Star. CEO Banu Guler will join Midjourney as Chief Design Officer. Midjourney will be using the Co-Star team to help design their upcoming image generation app. Midjourney, founded in 2021 as an image generation company, keeps expanding into new areas like medical devices. Elon Musk says Grok 4.6 in 2 weeks and Grok 4.7 in 4 weeks. Grok 4.5 is currently the best coding model in its price range, so we’ll see if the next models compete on price, frontier intelligence, or something else (maybe both?) Written by @theojaffee. Read more at link in bio.