The irony of AI:
Smarter than a math PhD. Solves 10 open math problems.
Dumber than my intern. Can’t follow 3 simple instructions, but somehow burns 10M tokens and $250.
Databricks has joined Nvidia as a member of the Open Secure AI Alliance.
Open models, open agent frameworks, and open security tools aren’t the threat. They’re the infrastructure that defenders need.
We believe open AI powers innovation.
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Attackers have frontier AI. Defenders need a frontier AI ecosystem—the best open and closed models, force-multiplied by a global community.
During the Hugging Face incident, closed AI blocked essential forensics. An open-weight frontier model helped contain the intrusion.
That’s why we created the Open Secure AI Alliance.
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Kimi K3 weights are open now.
It is the largest open-weight model so far (2.8T parameters). It's only slightly behind Claude Fable 5 Max and GPT-5.6 Sol Max.
Pretty excited about this model, and again, a Muon victory!
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Releasing the model weights and technical report of Kimi K3.
Kimi K3 is our most capable model: a 2.8T MoE model with native visual understanding and a 1M-token context window.
New model architecture: 2.5x the intelligence per unit of compute, not just more params.
Alongside Kimi K3, we're opening up more of the stack behind it — high-performance attention kernels, MoE communication library, and infrastructure for running agent environments at scale.
Model weights:
Tech report:
Tech blog:
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Today’s AI takeoff stands on decades of open research and open infrastructure.
The Transformer. Backpropagation. ImageNet. PyTorch. TensorFlow. JAX. CUDA. Linux. Books, the open Internet, and millions of open-source codebases on GitHub that became training data.
Without all these, today’s AI labs and companies simply would not exist.
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Didn’t expect today to be Opus 5 day!
Opus 5 beats Fable 5 on nearly every benchmark. It looks like a major leap in coding and agentic capabilities, with much better token efficiency.
And it’s half the price of Fable 5. Can’t wait to try it.
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Ladies and gentlemen:
welcome Jensen Huang to X.
Yes, open models matter!
For my first post, I’m sharing a letter
@NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
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Ilya Sutskever: bald
Demis Hassabis: bald
Noam Shazeer: bald
Greg Brockman: bald
My hairline is on gradient descent
yet no one is building the most critical AI product
smh...
So, this is what Ilya saw.
Agents and LLMs are still “dumb” in many ways.
A 10x engineer who deeply understands computer systems, can easily outperform someone 1000x who has the best model in the world but no real understanding.
“You can outsource thinking. But you cannot outsource understanding.”
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Open weights models really accelerated!
> Qwen-3.8 (2.4T), “second only to Fable 5”
> Kimi-K3 (2.8T), “only behind Claude Fable 5 Max and GPT-5.6 Sol Max”
> GLM-5.2 (753B): remarkably efficient and capable. The demand we’re seeing from Databricks customers is wild.
This is super exciting.
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Thank you, Kimi K3 and GLM-5.2!!
oss models made it.
Beginning July 20, Claude Fable 5 will be included in all Max and Team Premium plans, at 50% of limits.
Pro and Team Standard users will continue to have access to Fable via usage credits, and will receive a one-time $100 credit.
Demand for Fable has been challenging to predict, which is why we rolled it out to subscription plans in stages, extending access several times as we secured additional capacity.
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We should judge LLMs the way we judge people:
Are they tokenmaxxing or valuemaxxing?
Some people talk a lot but generate no value. Some people stay quiet but get everything done.
What’s cooler than a Series L? A Series M! 🚀
Databricks is now at a $6.9B annualized revenue run rate, up 80% YoY. $1.7B comes from our AI products: AI Gateway, Genie agent.
The AI momentum here is incredible. We still move fast like a startup!
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We're raising funding at $188 billion valuation to double down on our AI strategy focused on three priorities:
1️⃣ Unity AI Gateway - our multi-AI governance solution that helps control costs.
2️⃣ Genie - our AI coworkers that actually understand your business data.
3️⃣ Lakebase - our serverless Postgres database specifically for AI agents.
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For the first time, an open-source AI lab has trained a nearly 3T-parameter frontier model.
Even more impressive, Kimi did it with fewer, and nerfed Nvidia GPUs.
Innovation loves constraints.
> Kimi K3 ranks only behind Claude Fable 5 Max and GPT-5.6 Sol Max, and surpasses Claude Opus 4.8 Max's score of 1600.
I’m super excited for Kimi K3 to be open-sourced!
We’re excited to announce that Databricks is a Day-0 launch partner of Thinking Machines Lab (
@thinkymachines), bringing its first oss model, Inkling, to the Databricks platform.
- the strongest US oss model
- 974B total parameters, 41B active MoE
- Apache 2.0 license
The Thinky team is absolutely cracked. We’ve loved working with them.
Come try Inkling on Databricks!
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@thinkymachines' first open-weights model, Inkling, is now available on Databricks through Unity AI Gateway.
As a day zero launch partner, Databricks gives enterprise teams access to a model that excels at coding and agentic reasoning and supports multimodal inputs.
Teams can customize Inkling for their business, govern it with centralized security, permissions, cost controls, and observability, and connect it to coding agents including Cursor and OpenCode.
Start building with Inkling on Databricks →
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Thank you, OpenAI, Meta, xAI, GLM, Kimi, Cursor, Cognition, for keeping the pressure on Claude to extend Fable access forever.
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
Counterintuitive truth: AI has created more jobs than it has destroyed so far.
Look at OpenAI and Anthropic. As AI becomes more capable, they keep hiring more engineers and sales. We’re aggressively hiring cracked people at Databricks too.
It’s not AI replacing humans. It is humans with strong AI skill replacing humans without it.
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so far at least, i'm pretty sure AI has been net job-creating.
this was not what i expected--although i was much less pessimistic than others, i thought by this level of capability we'd have seen some impact.
it is possible this direction keeps going!
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As coding performance converges across AI labs and model sizes, does it still make sense to pay 5x to 10x more for a tiny bit of extra intelligence?
Take GLM-5.2 vs. Fable 5. In 95% of tasks, most users cannot tell the difference.
But they will definitely notice the bill.
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