The Kimi K3 Moment

Post by Forgeties79 » Sat, Jul 18, 2026, 8:54 PM UTC

boondongle wrote: post #64

nickysielicki wrote: post #33

Regardless of whether they achieved parity via distillation, or whether they got here via independently constructing a model from scratch, it was always going to end this way for the frontier American labs. Distillation “attacks” are not attacks. The frontier labs “distilled” all existing human written knowledge into their models, there was always going to be a second class lab that would distill that model into a ch…

Almost all markets depend on some form of regulation whether its as simple as "leave everyone alone but no stealing" or "every participant has to source every object through mountains of red tape." Thus far the US has not really chosen to go the Chinese rare-earth method yet. The problem with distillation attacks is the end result is everyone who is not doing them is going to deal with some kind of regulation whether…

Post by qalmakka » Sat, Jul 18, 2026, 8:55 PM UTC

petesergeant wrote: post #109

qalmakka wrote: post #54

I never truly understood what the intended business model around LLMs was. Get them widespread through cheap pricing and then jacking it up? Being the only ones that had a viable product so to get the ability to extract as much value as you want from AI? I don't understand how a product that: - is interfaced with and is deeply linked to natural language, so everything you produce (sessions, history, etc) is in Markdo…

The valuation is based on one lab getting a decisive first advantage, and turning that into a durable self-improving advantage that can never be caught up to. If any can pull it off (a gigantic if), they will effectively own most AI value, and the people who own their shares will live happily ever after. Divide your investment between the labs that could plausibly do this, and your EV may not be dreadful.

Post by SecretDreams » Sat, Jul 18, 2026, 8:56 PM UTC

gpm wrote: post #124

reinitctxoffset wrote: post #113

Earlier quoted context omitted.

How is distillation an "attack" but gigascraping the Internet to the point of crashing servers and everyone needs Cloudflare and Anubis now not an "attack"? I'm not aiming for a what about kickflip here: I'm saying we need to either agree on some rules or stop crying foul. Maybe the coherent legal theory is that neural networks and intellectual property don't interact. That would be weird but it would be consistent,…

I think you've basically got the legal theory. Training a neural network isn't prohibited by copyright law so if you can legally get your hands on something (e.g. by sending a GET request to someone with rights to serve the contents of their web page, or by buying a book) without signing a contract to not train on it, you can train on it. But the American AI companies only let you query their models if you first sign…

Post by souravsspace » Sat, Jul 18, 2026, 8:58 PM UTC

Post by NetOpWibby » Sat, Jul 18, 2026, 8:59 PM UTC

nonethewiser wrote: post #114

nickysielicki wrote: post #33

Regardless of whether they achieved parity via distillation, or whether they got here via independently constructing a model from scratch, it was always going to end this way for the frontier American labs. Distillation “attacks” are not attacks. The frontier labs “distilled” all existing human written knowledge into their models, there was always going to be a second class lab that would distill that model into a ch…

>Distillation “attacks” are not attacks. The frontier labs “distilled” all existing human written knowledge into their models So why didnt we have these LLMs in 2005?