HealthRanger(@HealthRanger):Anthropic is panicking over the release of Kimi K3. In fact, the entire U.S. AI frontier lab ecosystem is panicking right now. When investors figure out that U.S. frontier labs have no viable long-term revenue model from paying retail customers (because China's models are both better and cheaper), the AI investment bubble will crash.

HealthRanger

@HealthRanger

IQ 150+ polymath. Founder of all Brighteon platforms, mass spec food lab director, #1# bestselling author of "Food Forensics," AI developer

参加 August 2008

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HealthRanger@HealthRanger

2026.07.18 04:01

Anthropic is panicking over the release of Kimi K3. In fact, the entire U.S. AI frontier lab ecosystem is panicking right now. When investors figure out that U.S. frontier labs have no viable long-term revenue model from paying retail customers (because China's models are both better and cheaper), the AI investment bubble will crash.

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