William David(@WDChokepoint):Kimi K3’s weights are live - 2.8 trillion parameters, only about 50 billion active per token. That efficiency is real. But the other 2.75 trillion still have to sit somewhere the moment someone self-hosts it. Sparse compute doesn’t mean sparse memory.

William David

@WDChokepoint

Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream

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William David@WDChokepoint

2026.07.27 11:03

Kimi K3’s weights are live - 2.8 trillion parameters, only about 50 billion active per token. That efficiency is real. But the other 2.75 trillion still have to sit somewhere the moment someone self-hosts it. Sparse compute doesn’t mean sparse memory.

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