Making sense of the panic over Chinese AI
On the latest episode of Equity, we discussed why Moonshot AI’s Kimi seemed to panic Silicon Valley and Wall Street.
moonshot ai
Kimi: Threat or menace?
Chinese company Moonshot AI released a new version of its Kimi model this week, prompting concern about “full AI communism.”
China’s Moonshot AI raises $2B at $20B valuation as demand for open-source AI skyrockets
Moonshot’s annualized recurring revenue topped $200 million in April, driven by rapid growth in paid subscriptions and API usage.
Cursor admits its new coding model was built on top of Moonshot AI’s Kimi
Building on top of a Chinese model feels particularly fraught right now.
Anthropic accuses Chinese AI labs of mining Claude as US debates AI chip exports
Anthropic accuses DeepSeek, Moonshot, and MiniMax of using 24,000 fake accounts to distill Claude’s AI capabilities, as U.S. officials debate export controls aimed at slowing China’s AI progress.
China’s Moonshot releases a new open-source model Kimi K2.5 and a coding agent
The company said that the model was trained on 15 trillion mixed visual and text tokens.