What Kimi K3 means for USA AI: 1. FYI Kimi K3 is open weight and will be released on July 27, 2026. 2. When the best open weight model exceeds the best closed-source model, how does @AnthropicAI justify its Fable pricing? Why would anyone pay for that? Not to mention the Mythos drama and dumbing down for "safety reason". Kimi doesn't care about "safety", 3. Kimi's most recent funding round values the company at $20 Billion as of 2 months ago. Anthropic is worth almost 1 Trillion, 50x. Why? 4. If enterprises get to use best frontier model while keeping their data in house, why would they EVER use Anthropic and give away their data? 5. If China can build better models in-house with chip blockage, why the fuck did we ban @nvidia from selling their best chips. What's scarier is if Huawei became the status quo for chips. Nightmare. 6. China has way more frontier labs than USA: Kimi, GLM, Deepseek, Alibaba, Bytedance, Kling etc. Not to mention for multimodal models like video gen, China has dominated the rank for a while. Meanwhile, we only see OpenAI & Anthropic performing even close. What does it mean for USA to keep its tech advantage?