Keep pulling the thread on Som Motamedi.
Chinese AI startup Moonshot has released KIMI K3, a 2.8 trillion parameter model that it claims can compete with top models from OpenAI and Anthropic.
For the Chinese market, Apple is partnering with Baidu for search and as a replacement for OpenAI's chatbot within Apple Intelligence.
iPhones in China will use a layer of Alibaba technology on top of Apple's on-device models to act as a censorship filter.
Updated Apple AI models deployed on iPhones in China will require approval from the Chinese government.
A new "agent cloud" of purpose-built services for AI agent workloads will be created, similar to the cloud infrastructure that arose for hyperscalers.
Moonshot's KIMI K3 model is priced at approximately $3 per million input tokens and $15 per million output tokens.
Greylock has raised $1.5 billion for its 18th fund, which is dedicated to early-stage investments.
The Chinese government has committed up to $295 billion to build a nationwide network of interconnected computing hubs and data centers to support its AI industry.
Databricks is seeking capital in a new financing round led by Coatue Management at a $188 billion valuation.
Databricks' proposed $188 billion valuation represents a 40% increase from its $134 billion valuation earlier this year.
Google is reportedly months behind on the release of its next flagship AI model, Gemini 3.5 Pro.
Anthropic and OpenAI have multiple moats, including significant revenues and first-party products like Claude Code and ChatGPT.