Michael Guo
@Michaelzsguo
Building AI agents and AI-native orgs. Demystifying AI in practice. EN/中文 (Selected build notes, experiments, and practical tips at the website link.)
Joined January 2022
404 Following 5.6K Followers
Kimi K3 is coming to @FireworksAI_HQ on July 27, the same day @Kimi_Moonshot plans to release its open weights.
This is great news for a compute-constrained Moonshot. Fireworks can help absorb global inference demand, while developers who cannot sign up for Kimi’s API directly will have another way to access K3.
Open weights are only the first step. Distribution and reliable inference matter just as much.
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Kimi K3 exposed the real bottleneck in open AI: open weights do not mean easy inference.
Moonshot paused new subscriptions as demand overwhelmed capacity, and recommends 64+ accelerator supernodes for K3.
This also sheds light on what the model-serving ecosystem may look like once K3 releases its weights. It turns out we already have a thriving industry: @FireworksAI_HQ , @baseten and @togethercompute carry $38.8B in combined valuations, with revenue, bookings and token volumes growing rapidly.
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