The Second Shock: A Chinese Lab Erases the Frontier's Head Start
Moonshot released Kimi K3, the largest open-weight model ever built, with no keynote and no warning. It topped Arena's coding leaderboard, arrived months ahead of when even Dario Amodei and Elon Musk expected China to reach the frontier, and knocked TSMC, SoftBank and Nvidia in a single session. The alarm is not that it is the best model. It is the calendar.
Read full story →The Symphony China Wants to Conduct
Xi Jinping attended his flagship AI summit for the first time and cast Beijing as the responsible steward of a shared technology, offering the developing world training, cheap open models and a new 29-nation body headquartered in Shanghai. It is a genuine offer and a strategy at once, and no major Western democracy is in the orchestra.
Read full story →The Wrong Scoreboard
Everyone read Kimi K3 as China winning a benchmark race. Three of the week's sharpest reactions, from a defence hawk, a pro-competition economist and a law-and-economics blog, argue the benchmark was never the score that mattered, and that the West is measuring, and regulating, the wrong contest entirely.
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