Deirdre Bosa(@dee_bosa):the market has evolved and Kimi K3 is bullish for the infrastructure layer "There’ll be an interesting, almost thermonuclear battle to provide the compute to support the demand that’s emerging for open weight models" -Benchmark's @peterfenton Deepseek 1.5 yrs ago made everyone question how much compute AI would actually need. K3 points the other way -- cheaper, open models mean wider distribution, more usage, more inference

Deirdre Bosa

@dee_bosa

Pronounced Dear-dra. Anchor & reporter @CNBC in SF. Leafs fan 🇨🇦

参加 March 2011

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Deirdre Bosa@dee_bosa

2026.07.19 20:06

the market has evolved and Kimi K3 is bullish for the infrastructure layer "There’ll be an interesting, almost thermonuclear battle to provide the compute to support the demand that’s emerging for open weight models" -Benchmark's @peterfenton Deepseek 1.5 yrs ago made everyone question how much compute AI would actually need. K3 points the other way -- cheaper, open models mean wider distribution, more usage, more inference