New podcast with @xeophon on all things open models. More on Kimi K3, Qwen 3.8, GLM-5.2, Xi's WAIC speech, distillation, the open-closed Gap, and what's next. Chapters: 00:00 Welcome & context 04:38 Living with / using Kimi K3 08:53 GLM 5.2’s continued role 12:47 How are the Chinese models this good? 17:41 Data, environments, and a tour of the Chinese labs 19:47 Roundup of Chinese providers: Qwen, DeepSeek, MiniMax… 24:08 The US open-model ecosystem 30:25 Frontier vs. near-frontier, and the cybersecurity case against bans 34:58 Distillation and the Ben Thompson debate 44:12 Predictions and a frontier tier list 48:36 Wrap-up Hoping to keep doing a few more of these on @interconnectsai. Crucial times in AI, we're working hard to share our expertise.