America's AI Lead Just Disappeared (Kimi K3)

🌌 LIMITLESS HQ ⬇️ EMAIL US: [email protected] NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YU... APPLE: https://podcasts.apple.com/us/podcast... RSS FEED: https://limitlessft.substack.com/ ------ Big week this week. Moonshot Labs’ dropped Kimi K3, Thinking Machines Labs’ Inkling, and reporting on OpenAI’s upcoming screen-free hardware device. We also discuss Grok Build, XAI, a new dictation tool, Elon Musk’s energy company purchase, and reports that DeepSeek is preparing an IPO. ------ TIMESTAMPS 0:00 Kimi K3 Changes Everything 8:11 Thinking Machines Finds Its Niche 15:06 OpenAI’s Mystery Speaker Emerges 21:15 Elon’s AI Moves and Missteps 26:52 Dictation Gets Smarter 29:44 DeepSeek Eyes an IPO ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.