Kimi K3: Open Frontier Intelligence • Hacker News Board

Re: Kimi K3: Open Frontier Intelligence

#491

Post by frabcus » Thu, Jul 16, 2026, 10:04 PM UTC

softwaredoug wrote: post #478

So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US. Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat? I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a…

Umm, Fable only really came out 2 weeks ago, and GPT-5.6 Sol only 1 week ago.

Yes, Kimi K3 appears a touch below them both, but above all other models. So I'd say a few weeks behind, not months now...

Re: Kimi K3: Open Frontier Intelligence

#492

Post by energy123 » Thu, Jul 16, 2026, 10:06 PM UTC

softwaredoug wrote: post #478

So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US. Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat? I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a…

It's the same reason Meta open sourced Llama and AMD open sourced FSR. When you're behind it is a prudent strategy because it undermines investment in the private frontier. Once you're on top you pull the rug and go closed source. There are no morals in this anywhere to be found.

> 100s of Millions

That is utter peanuts given the stakes. This is competition between two super powers for the most important technology in human history.

Re: Kimi K3: Open Frontier Intelligence

#493

Post by sm-silversight » Thu, Jul 16, 2026, 10:07 PM UTC

energy123 wrote: post #477

bottlepalm wrote: post #472

Earlier quoted context omitted.

Really feels like end game type stuff - AI designing its own next versions, designing its own chips, etc.. The advancement is slow, but fast - like a plant growing. We really are the boiling frogs now aren’t we? And the people with eyes wide open are us, and anyone that frequents this site really. Is this Milliways?

GPT 5.6 Pro one shot a perfect score to the new IMO today and nobody cares. We are in the end game.

go watch the music uptown funk music videos they generated. We still got a few years.

Re: Kimi K3: Open Frontier Intelligence

#494

Post by LarsDu88 » Thu, Jul 16, 2026, 10:08 PM UTC

A really good startup idea right now... Use kimi k3 to reproduce the kimi k3 asic design and start fabbing it immediately. In 12-18 months, start spinning up your own cloud and start competing with the frontier labs ASAP.

Who needs superintelligence with you have 8,700 tokens/s at near Fable levels of performance???

This is like the Bill Gates, Paul Allen moment, but for hardware.

Re: Kimi K3: Open Frontier Intelligence

#495

Post by ouraf » Thu, Jul 16, 2026, 10:08 PM UTC

This is the first time an AI provider makes a trailer[0] for their main release and game development is the first demo and main hook.

Anthropic might dominate general purpose programming,but I think there's enough of a market for a model laser focused on game scripting or tool development for game studios.

I hope it succeeds in serving that audience.

[0]https://youtu.be/bn0atstgavo

Re: Kimi K3: Open Frontier Intelligence

#496

Post by LarsDu88 » Thu, Jul 16, 2026, 10:08 PM UTC

LarsDu88 wrote: post #494

A really good startup idea right now... Use kimi k3 to reproduce the kimi k3 asic design and start fabbing it immediately. In 12-18 months, start spinning up your own cloud and start competing with the frontier labs ASAP. Who needs superintelligence with you have 8,700 tokens/s at near Fable levels of performance??? This is like the Bill Gates, Paul Allen moment, but for hardware.

Someone do this right now. I will join!

Re: Kimi K3: Open Frontier Intelligence

#497

Post by andxor » Thu, Jul 16, 2026, 10:09 PM UTC

frabcus wrote: post #491

softwaredoug wrote: post #478

So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US. Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat? I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a…

Umm, Fable only really came out 2 weeks ago, and GPT-5.6 Sol only 1 week ago. Yes, Kimi K3 appears a touch below them both, but above all other models. So I'd say a few weeks behind, not months now...

Mythos/Fable was trained 6 months ago.

Re: Kimi K3: Open Frontier Intelligence

#498

Post by verdverm » Thu, Jul 16, 2026, 10:10 PM UTC

energy123 wrote: post #492

softwaredoug wrote: post #478

So Chinese labs are driving essentially towards commodotized intelligence. Even if its a few months behind the US. Is this a classic 'commoditize my compliment' situation? They want to sell the hardware and infrastructure behind AI and make the software part not the value driver / moat? I can see it. But also even two Chinese labs sinking 100s of millions USD into training isn't exactly commoditization. It's still a…

It's the same reason Meta open sourced Llama and AMD open sourced FSR. When you're behind it is a prudent strategy because it undermines investment in the private frontier. Once you're on top you pull the rug and go closed source. There are no morals in this anywhere to be found. > 100s of Millions That is utter peanuts given the stakes. This is competition between two super powers for the most important technology i…

Google on it's own is spending 1000x that in a single year $280B in '26 alone iirc

I could also argue with GP's comment that some US companies are driving towards commoditization as well. One released a model this week and another announced their series d today.

Re: Kimi K3: Open Frontier Intelligence

#499

Post by jazzyjackson » Thu, Jul 16, 2026, 10:12 PM UTC

glaslong wrote: post #435

api wrote: post #415

Earlier quoted context omitted.

I had a thought a while back: sell large local models burned onto fused compute / ROM chips. Like cartridges for old game consoles. Slot (or probably plug into USB-C) and go. It’s an ASIC with the model wired into it so it’s very low power and fast. I’d buy these. Say $100 for a frontier class model. Maybe more.

I love this for the popular sci-fi trope too, where you see some ship engineer swap one glowing crystal "compute core" for another. We could have the photonic AI model ASICs for real!

Or Galatea’s personality chip in Bicentennial Man :)

Re: Kimi K3: Open Frontier Intelligence

#500

Post by verdverm » Thu, Jul 16, 2026, 10:12 PM UTC

andxor wrote: post #497

frabcus wrote: post #491

Earlier quoted context omitted.

Umm, Fable only really came out 2 weeks ago, and GPT-5.6 Sol only 1 week ago. Yes, Kimi K3 appears a touch below them both, but above all other models. So I'd say a few weeks behind, not months now...

Mythos/Fable was trained 6 months ago.

All three models were quite likely undergoing training at the same time, with Ant a couple of months ahead. Glasswing was announced 3 months ago, Sol and Kimi were already being trained at that point. They are taking snapshots and doing experiments the whole way through anyway and all models will continue to be trained after release. Kimi 3.1 could be better than Fable 5.1