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Moonshot AI released Kimi K3's weights. Most users can use them for free, but a company selling K3 through an API needs a deal with @Kimi_Moonshot if it and its affiliates exceed $20M over 12 months. Products above 100M users or $20M monthly revenue must display Kimi K3.
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Kimi K3 license. It's inspired by MIT but distinctly non-commercial, where any company making over $20M/yr must get a specific commercial deal (and display Kimi K3 if over 100M users or $20M/mo revenue)
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Tech publication The Information reports China has started mass-producing domestic DUV lithography machines, the chipmaking tools used to print circuits onto wafers. Dutch supplier ASML has dominated this equipment category, and export controls assumed China would stay dependent longer.
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OpenCode says it has reached 13M monthly users, 4.6M weekly users and roughly $40M in annualized revenue. Anthropic restricted competing coding tools. OpenCode works with any model, which gives teams a way around building their coding stack on one lab.
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Since the start of the year, @OpenCode (YC W21) — an open source alternative to Claude Code and Codex that works with any model — exploded to 4.6 million weekly active users, 13 million monthly actives, and roughly $40M in annualized revenue. In this episode of The Lightcone, @harjtaggar, @snowmaker, and @sdianahu talk with Jay V (@jayair), OpenCode’s CEO, about what’s driving this wild growth, the Anthropic clampdown that inadvertently fueled it, and the almost 20 year founder journey that led him here. 00:44 — OpenCode’s Explosive Growth 01:16 — 20x Growth, 13M Users, and 7 Trillion Tokens 03:39 — The Anthropic Controversy That Changed Everything 05:43 — Bringing AI Coding Agents to the World 06:39 — When Open Source Models Became Good Enough 08:56 — What Millions of Developers Are Actually Using 13:31 — Why OpenCode Is Huge Outside the US 15:27 — Why Fortune 500 Companies Choose OpenCode 16:36 — The Economics of AI Tokens 20:02 — How Enterprises Are Using Coding Agents 22:58 — AI’s New Unit Economics 24:56 — Why Model Choice Matters 29:55 — The Product Decisions Behind OpenCode 34:21 — A 16-Year Overnight Success 41:16 — Why Jay Never Gave Up
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Most of the reaction to @JensenHuang's open-weight AI letter is supportive. People like the argument for cheaper models, more startups and US AI strength. The negative side sees @NVIDIA asking Washington to trust the companies selling the AI stack.
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For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models.
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Three hours after Grok 4.5 went live on grok dot com, X, iOS and Android, the reaction is unusually positive. A lot of the praise is landing on search, news-checking and having version numbers back in the app.
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Grok 4.5, our most capable model yet, is now available across X, and the iOS and Android apps.
OpenAI is rolling out Health in ChatGPT for U.S. users, letting people connect Apple Health and medical records. ChatGPT can compare lab results, summarize changes and use sleep or activity data in chats. @OpenAI says that data will not train models or target ads.
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Cognition is acquiring @Interaction, the team behind Poke, bringing a mobile AI agent interface into the Devin company. @cognition gets a phone-native agent surface. People are mostly excited, with one practical worry. Does Poke keep its shape or get folded into Devin?
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We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix. Our mission is to run the world's inference. This round accelerates production of our inference clusters. We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.
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Travis Kalanick's Atoms says it raised $1.7B for physical AI, led by @a16z, with @bhorowitz joining the board. The reaction is not subtle. Investors are treating this as @travisk back in builder mode, with robotics as the new arena.
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Anthropic is putting another $20M into Public First Action, bringing its midterm AI policy spend to $40M. That is landing badly. @chamath and @Suhail are treating the move as lobbying power dressed up as AI safety policy.
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Well, at least all of our token spend is going to a good cause. 🤔
AMD says it will invest up to $5B in @AnthropicAI, while Anthropic plans to deploy up to 2 GW of AMD MI450 chips starting in 2027. Claude gets a path to more compute. AMD gets a frontier-lab customer for the kind of AI infrastructure deal Nvidia usually owns.
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A mathematician says GPT-5.6 Pro helped find a counterexample to a graph theory conjecture that had been open for about 30 years. @DmitryRybin1 shared the ChatGPT log publicly, which is why AI researchers are passing it around. The reaction is mostly, wait, is this how open problems get attacked now?
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Dinitz-Garg-Goemans conjecture is false. This graph theory problem was open for ~30 years. The graph below has fractional flow cost 58. Any unsplittable flow (with capacity violation <=15) has cost at least 60. Chat with GPT 5.6 Pro where this was found:
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A US official says Moonshot AI covertly distilled Anthropic's Fable to build K3. Allen AI researcher @natolambert is skeptical that Fable was distilled directly into K3, saying the timelines do not match up. Digg is tracking a narrow positive split over 110 reactions.
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We have information that Moonshot AI distilled Anthropic’s Fable for the development of its K3 model. To do this they developed a sophisticated internal platform to conduct large scale distillation against U.S. models, allowing them to quickly switch between multiple methods of access to avoid detection. Moonshot AI has also acquired GB300-equipped servers and has accessed GB300s in Thailand, likely to train its AI models.   The United States strongly supports the free and fair development of AI, including a thriving competitive ecosystem that spans frontier models, specialized systems, open-source frameworks, and open-weight models. Legitimate AI distillation used to create smaller, more efficient models plays a vital role in this open innovation ecosystem. However, large-scale, covert industrial distillation aimed at stealing proprietary U.S. technology and undermining American research is unacceptable.
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OpenAI's agent products just hit 10M weekly users, up from 7M about two weeks ago. Supporters see Codex and ChatGPT Work crossing into mainstream work. Critics are asking how much of the chart is launch heat and paid-user reset cycles.
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10M! New day, new usage reset for paid users of Codex and ChatGPT Work. Lands in the next hour. Enjoy.
World Labs founder @drfeifei is acquiring SceniX, the robotics simulation team built by @YunzhuLiYZ. World models were already about 3D space. This pushes the work closer to robot training, where simulated worlds have to survive contact with real hardware.
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The world is not just made of words, and spatial intelligence was never just about perceiving and generating worlds. It's about interacting with them. Today, SceniX is joining World Labs. 🌎🤖👇
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Google's @OfficialLoganK says Gemini 4 pre-training has started, calling it the company's most ambitious run yet. People are stuck on the timing. Gemini 3.5 Pro is still testing with partners, which makes Gemini 4 feel like a long wait, not an imminent launch.
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Google's Gemini 3.6 Flash reaction is leaning slightly negative on Digg: 53.1% negative across 773 visible reactions. The price cut is the good news. The complaints are about model sprawl, naming confusion, and another Gemini variant to sort through.
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We’re rolling out three new models to make AI agents faster, smarter, and cheaper at scale: 🔵 Gemini 3.6 Flash: It uses fewer tokens than 3.5 Flash to deliver higher quality work at the exact same cost. 🔵 Gemini 3.5 Flash-Lite: A fast, cost-effective option for everyday tasks like processing documents and agentic search. 🔵 Gemini 3.5 Flash Cyber: A cybersecurity model built to find and patch critical software vulnerabilities.
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Stratechery is arguing US AI labs have less to fear from Chinese rivals than the panic cycle suggests. China’s open models may be strong, but the US still has the leading labs, deeper capital and the bigger platform advantage.
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Who’s Afraid of Chinese Models? Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.