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One signal
The open models just caught the frontier
A Chinese lab called Moonshot released Kimi K3 last week. It is free to download. On one benchmark, writing front-end code, it ranked first, ahead of Fable 5, one of the best paid models available. On the harder real-work tests it lands in the top three. The gap between the locked-up frontier models and the free ones you can run yourself just got small.
Ben Thompson wrote the line worth keeping. The scarce thing in AI is compute, not intelligence. The big labs earn fat margins because chips are scarce, and Kimi just proved the intelligence itself copies. When that happens, price falls toward cost.
What this means for you: stop building your workflow around one expensive model. The premium you pay for "the best" one shrinks every quarter. Build the habit instead. The standing job, the folder, the written instructions. Treat the model as a commodity you will swap and downgrade as prices fall. The skill lasts. The model does not. → Kimi K3 → the economics
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