§ models · storyline
Models like Kimi K3, Grok 4.5, and Muse 1.1 may prevent the dominance of 2-3 frontier labs with 90% inference margins from hurting other AI ecosystem layers (Gavin Baker/@gavinsbaker)
Gavin Baker / @gavinsbaker: Models like Kimi K3, Grok 4.5, and Muse 1.1 may prevent the dominance of 2-3 frontier labs with 90% inference margins from hurting other AI ecosystem layers — Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world.
I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that [image]
§ sources2 publications · timeline below
- x.comModels like Kimi K3, Grok 4.5, and Muse 1.1 may prevent the dominance of 2-3 frontier labs with 90% inference margins from hurting other AI ecosystem layers (Gavin Baker/@gavinsbaker)primary
- the-decoder.comJust like Deepseek, China's Kimi K3 is forcing Western AI labs to question their compute advantage
§ how this story moved
- primary — X publishes the launch post.
- The Decoder picks up coverage.