Kimi K3: Open Frontier Intelligence

Post by tomaskafka » Thu, Jul 16, 2026, 10:36 PM UTC

api wrote: post #415

lukebechtel wrote: post #386

> Chip Design > As an early proof of concept, Kimi K3 designed a chip to serve a nano model built on its own architecture. In a single 48-hour autonomous run, K3 built, optimized, and verified the chip using open-source EDA tools on the Nangate 45nm library. Within 4 mm², the chip closes timing at 100 MHz and sustains over 8,700 tokens/s decode throughput in simulation, packing 1.46M standard cells, 0.277 MB of SRAM,…

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.

Post by richardfey » Thu, Jul 16, 2026, 10:38 PM UTC

nikcub wrote: post #379

theplumber wrote: post #375

Earlier quoted context omitted.

[flagged]

> I pretty sure OpenAI and Anthropic are doing the same or worse. No they're not. It would end both companies if they were ever found to be doing that. Their terms are clear - if you use the coding plans they can[0] train in return. Enterprise and API, absolutely not. The argument here is that with the Chinese labs you have zero legal recourse. [0] opt-in, thanks

Post by epolanski » Thu, Jul 16, 2026, 10:39 PM UTC

specialist wrote: post #528

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 an attack on USA's AI tech giants. Destroy any hope of profitability, prevent further capitalization, ultimately bankrupt them. Hasten the popping of the AI bubble. Drag down the stock market. Put a dent in the GDP (alleged growth). Cause investors to pull back, further depressing economy. Devalue the dollar. Kicking off an interest rate doom loop. Challenge USA's hegemonic role in the emergent multi-polar (post…

Post by ghm2199 » Thu, Jul 16, 2026, 10:41 PM UTC

Post by knollimar » Thu, Jul 16, 2026, 10:43 PM UTC

hedora wrote: post #247

0xbadcafebee wrote: post #108

The big danger here is the gradual increase in open-weight subscription costs. I use open weight subscriptions, with lower-cost models for 80% of my tasks and GLM-5.2, Qwen 3.7-Max, Kimi-K2.6/2.7-Code for the 20% that need the most intelligence. That lets me maximize the rate-limit the subscription gives (rate limits per model are literally a price-limit-per-token/model). When new/more expensive open weights come in,…

It’s open weight, so the price will end up being the marginal cost of hosting it. Personally, I like that there is an option to not send data to companies that have strong financial incentives to steal it. Also, open weight foundation models can be distilled, so they’re providing a service that the US duopoly is actively blocking. Given that app specific distillation can get > 10x improvements on inference cost (with…