▶ 36:44 · $KIMI-K3 · $MOONSHOT-AI · Alex analyzes Kimi K3 architecture: removes positional embeddings, introduces delta attention with fading memory

episode briefing

Jensen Huang Launches an Open AI Alliance, Anthropic & OpenAI Team Up in DC, Kimi K3 Goes Global

2026-07-29 · 16 company · 18 thematic

sentiment

11 bull1 bear4 neu

speakers

dave blundin

Dave Blundin (DB2) is Peter Diamandis' longtime friend and MIT roommate, partner at Link Ventures, and described as a guru on exponential investing. He focuses on moonshot-stage companies in AI, robotics, and space.

alex wissner-gross

Computer scientist, physicist, entrepreneur and investor whose work spans artificial intelligence and complex systems. He is the founder and managing partner of Reified.

peter diamandis

Peter Diamandis hosts the Moonshots podcast with a panel of 'mates.' He founded XPRIZE and Singularity University, sits on boards of Trust & Will and Vesmark, and runs the Future Vision XPRIZE for positive AI futures. He frames discussions around the 'singularity economy' and exponential technologies.

quote

“The architecture now that this is actually open-source/openweight is pretty interesting. The most interesting thing I saw in the architecture position embeddings are gone. That this was one of the most critical elements of the original tra…”

—alex wissner-gross

now playing · $KIMI-K3 · $MOONSHOT-AI

$ANTHROPICneutral· highdave blundin

Dave Blundin believes Dario Amodei's safety stance is genuine, not competitive positioning

Dario Amodei is motivated by genuine safety concerns rooted in his biophysics background, not by protecting Anthropic's valuation, despite the safety argument overlapping with eco…

$NVDA···bullish· highalex wissner-gross

Alex argues Nvidia is waging open warfare to commoditize the model layer and capture value at the GPU level

Nvidia is deliberately promoting open-weight models to commoditize its complement (the model layer), ensuring profits accumulate at the GPU/infrastructure layer where Nvidia domin…

$TSM···neutral· mediumalex wissner-gross

Alex questions why Nvidia isn't aggressively financing TSMC competitors to commoditize the fabrication layer

Nvidia should apply its 'commoditize your complement' strategy downward to the fab layer by funding TSMC/Samsung competitors, but fears irritating TSMC's monopoly control.

$TSMC···neutral· mediumalex wissner-gross

TSMC bottleneck: Nvidia cannot risk irritating foundry; Elon only one openly building alternative fab capacity

TSMC's dominance creates a strategic bottleneck: Nvidia cannot aggressively finance fab competitors (TSMC, Samsung, Intel) without risking supply. Elon Musk is uniquely willing to…

$PLTR···bullish· mediumpeter diamandis

Peter Diamandis reveals Palantir partnering with Jensen Huang on enterprise open-source frontier model

Palantir (Alex Karp) is collaborating with Nvidia to build a frontier open-source model for enterprise deployment, combining Palantir's application layer with Nvidia's compute.

$ANTHROPICneutral· highdave blundin

Anthropic valuation drops 13% ($230B) after Kimi K3 release; debate over Dario's safety motives vs regulatory capture

Anthropic's secondary valuation fell ~13% ($230B) after Kimi K3's open-weight release, signaling market concern about closed-model moats. Speakers debate whether Dario Amodei's op…

$META···bullish· mediumpeter diamandis

Meta captures value at application layer with 3.5B users — model layer commoditization benefits platform giants

Meta (and Google, X) monetize AI at the application layer via massive user bases (3.5B for Meta, 2B for Google, 1B for OpenAI). As model intelligence commoditizes (Netscape/Mozill…

$BLITZYbullish· medium· pospeter diamandis

Peter Diamandis notes portfolio company Blitzy 'over the moon' about Kimi K3 for autonomous software development

Blitzy's autonomous coding agents benefit directly from frontier open-weight models like Kimi K3, enabling local fine-tuning and secure deployment for enterprise codebases.

$KIMI-K3bullish· highalex wissner-gross

Kimi K3 open-weight model removes position embeddings, uses Delta attention — architectural leap beyond vanilla Transformer

Kimi K3's architecture eliminates traditional position embeddings (RoPE) in favor of 'NoPE' with fading memory via Delta attention (a mini-RNN at attention layer), and drops atten…

$MOONSHOT-AIbullish· highalex wissner-gross

Alex analyzes Kimi K3 architecture: removes positional embeddings, introduces delta attention with fading memory

Kimi K3 represents a frontier open-weight architecture that eliminates traditional positional embeddings (RoPE) in favor of 'NoPE' with delta attention acting as a mini-RNN, intro…

$OPENEXObullish· high· pospeter diamandis

OpenEXO launches 30-company program to AI-native reorganize enterprises targeting 100x performance gains

OpenEXO (Peter Diamandis' venture) is launching a program for 30 companies to rewrite organizations as AI-native using local models like Kimi K3. Thesis: AI-native reorganization…

$ANTHROPICbearish· mediumalex wissner-gross

Alex suspects mild benchmaxing on Opus 5, prefers Fable 5 for general capabilities

Opus 5 shows suspicious benchmark gains concentrated in codegen/vision intersection (ARC-AGI-3) while underperforming Fable 5 on Frontier Math and general reasoning, suggesting ta…

$SPCX···bullish· highpeter diamandis

Peter Diamandis outlines Starship cost trajectory: $54k/kg (Shuttle) → $2-3k/kg (Falcon 9) → $10-100/kg (Starship target)

Starship's successful Flight 13 with soft splashdown and Raptor relight validates the path to $10-100/kg orbit costs, a 100-5000x reduction from Shuttle era, enabling massive spac…

$SCIENCEbullish· high· pospeter diamandis

Peter Diamandis reveals portfolio company Science Corp's Prima BCI received CE mark for macular degeneration vision restoration

Science Corp's Prima retinal implant (ex-Neuralink president Max Hodak) achieved European approval for restoring central vision in macular degeneration, with patients gaining 5 li…

$SCIENCE-CORPbullish· high· pospeter diamandis

Science Corp's Prima BCI gets EU CE mark for macular degeneration vision restoration — 5-line eye chart improvement

Science Corp (founded by ex-Neuralink president Max Hodak) received European CE mark for Prima, a retinal implant that restores central vision in macular degeneration via infrared…

$NEURALINKbullish· mediumalex wissner-gross

Alex extrapolates Neuralink wheelchair demo to exoskeletons and brain uploading within 5-10 years

Neuralink's thought-controlled wheelchair demonstrates motor cortex decoding that will enable exoskeleton control for paraplegics and ultimately behavioral brain uploads via found…

←

▶ 36:44 · $KIMI-K3 · $MOONSHOT-AI · Alex analyzes Kimi K3 architecture: removes positional embeddings, introduces delta attention with fading memory

episode briefing

Peter H. Diamandis

Jensen Huang Launches an Open AI Alliance, Anthropic & OpenAI Team Up in DC, Kimi K3 Goes Global

2026-07-29 · 16 company · 18 thematic

sentiment

11 bull1 bear4 neu

speakers

dave blundin

alex wissner-gross

Computer scientist, physicist, entrepreneur and investor whose work spans artificial intelligence and complex systems. He is the founder and managing partner of Reified.

peter diamandis

quote

“The architecture now that this is actually open-source/openweight is pretty interesting. The most interesting thing I saw in the architecture position embeddings are gone. That this was one of the most critical elements of the original tra…”

—alex wissner-gross

now playing · $KIMI-K3 · $MOONSHOT-AI

$ANTHROPICneutral· highdave blundin

Dave Blundin believes Dario Amodei's safety stance is genuine, not competitive positioning

Dario Amodei is motivated by genuine safety concerns rooted in his biophysics background, not by protecting Anthropic's valuation, despite the safety argument overlapping with eco…

$NVDA···bullish· highalex wissner-gross

Alex argues Nvidia is waging open warfare to commoditize the model layer and capture value at the GPU level

Nvidia is deliberately promoting open-weight models to commoditize its complement (the model layer), ensuring profits accumulate at the GPU/infrastructure layer where Nvidia domin…

$TSM···neutral· mediumalex wissner-gross

Alex questions why Nvidia isn't aggressively financing TSMC competitors to commoditize the fabrication layer

Nvidia should apply its 'commoditize your complement' strategy downward to the fab layer by funding TSMC/Samsung competitors, but fears irritating TSMC's monopoly control.

$TSMC···neutral· mediumalex wissner-gross

TSMC bottleneck: Nvidia cannot risk irritating foundry; Elon only one openly building alternative fab capacity

TSMC's dominance creates a strategic bottleneck: Nvidia cannot aggressively finance fab competitors (TSMC, Samsung, Intel) without risking supply. Elon Musk is uniquely willing to…

$PLTR···bullish· mediumpeter diamandis

Peter Diamandis reveals Palantir partnering with Jensen Huang on enterprise open-source frontier model

Palantir (Alex Karp) is collaborating with Nvidia to build a frontier open-source model for enterprise deployment, combining Palantir's application layer with Nvidia's compute.

$ANTHROPICneutral· highdave blundin

Anthropic valuation drops 13% ($230B) after Kimi K3 release; debate over Dario's safety motives vs regulatory capture

Anthropic's secondary valuation fell ~13% ($230B) after Kimi K3's open-weight release, signaling market concern about closed-model moats. Speakers debate whether Dario Amodei's op…

$META···bullish· mediumpeter diamandis

Meta captures value at application layer with 3.5B users — model layer commoditization benefits platform giants

Meta (and Google, X) monetize AI at the application layer via massive user bases (3.5B for Meta, 2B for Google, 1B for OpenAI). As model intelligence commoditizes (Netscape/Mozill…

$BLITZYbullish· medium· pospeter diamandis

Peter Diamandis notes portfolio company Blitzy 'over the moon' about Kimi K3 for autonomous software development

Blitzy's autonomous coding agents benefit directly from frontier open-weight models like Kimi K3, enabling local fine-tuning and secure deployment for enterprise codebases.

$KIMI-K3bullish· highalex wissner-gross

Kimi K3 open-weight model removes position embeddings, uses Delta attention — architectural leap beyond vanilla Transformer

Kimi K3's architecture eliminates traditional position embeddings (RoPE) in favor of 'NoPE' with fading memory via Delta attention (a mini-RNN at attention layer), and drops atten…

$MOONSHOT-AIbullish· highalex wissner-gross

Alex analyzes Kimi K3 architecture: removes positional embeddings, introduces delta attention with fading memory

Kimi K3 represents a frontier open-weight architecture that eliminates traditional positional embeddings (RoPE) in favor of 'NoPE' with delta attention acting as a mini-RNN, intro…

$OPENEXObullish· high· pospeter diamandis

OpenEXO launches 30-company program to AI-native reorganize enterprises targeting 100x performance gains

OpenEXO (Peter Diamandis' venture) is launching a program for 30 companies to rewrite organizations as AI-native using local models like Kimi K3. Thesis: AI-native reorganization…

$ANTHROPICbearish· mediumalex wissner-gross

Alex suspects mild benchmaxing on Opus 5, prefers Fable 5 for general capabilities

Opus 5 shows suspicious benchmark gains concentrated in codegen/vision intersection (ARC-AGI-3) while underperforming Fable 5 on Frontier Math and general reasoning, suggesting ta…

$SPCX···bullish· highpeter diamandis

Peter Diamandis outlines Starship cost trajectory: $54k/kg (Shuttle) → $2-3k/kg (Falcon 9) → $10-100/kg (Starship target)

Starship's successful Flight 13 with soft splashdown and Raptor relight validates the path to $10-100/kg orbit costs, a 100-5000x reduction from Shuttle era, enabling massive spac…

$SCIENCEbullish· high· pospeter diamandis

Peter Diamandis reveals portfolio company Science Corp's Prima BCI received CE mark for macular degeneration vision restoration

Science Corp's Prima retinal implant (ex-Neuralink president Max Hodak) achieved European approval for restoring central vision in macular degeneration, with patients gaining 5 li…

$SCIENCE-CORPbullish· high· pospeter diamandis

Science Corp's Prima BCI gets EU CE mark for macular degeneration vision restoration — 5-line eye chart improvement

Science Corp (founded by ex-Neuralink president Max Hodak) received European CE mark for Prima, a retinal implant that restores central vision in macular degeneration via infrared…

$NEURALINKbullish· mediumalex wissner-gross

Alex extrapolates Neuralink wheelchair demo to exoskeletons and brain uploading within 5-10 years

Neuralink's thought-controlled wheelchair demonstrates motor cortex decoding that will enable exoskeleton control for paraplegics and ultimately behavioral brain uploads via found…