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$MOONSHOT-LABS · The Best AI Model Is About to Be Free (Kimi K3)
now playing · $MOONSHOT-LABS
$MOONSHOT-LABSbullish· highejaaz
Kimi K3 redefines cost-intelligence frontier with near-Fable quality at Sonnet pricing
Kimi K3 achieves frontier-level reasoning and visual coding at a fraction of the cost of closed models, placing a new point on the Pareto curve of cost per intelligence that no ot…
$THINKING-MACHINES-LABSbullish· highejaaz
Mira Murati's $2B seed bets on fine-tunable open-weight companions over frontier chase
Thinking Machines avoids the expensive frontier race, instead offering a sub-trillion parameter omnimodel designed for low-data fine-tuning via its Tinker platform, enabling enter…
$OPENAIbullish· mediumjosh kale
Screenless AI speaker targeting 100M units in 2027 as ambient companion
OpenAI's first hardware device is a screen-free smart speaker with camera and sensors, designed as an always-present ambient companion shipping early 2027 at $200-300, representin…
$XAIbullish· mediumejaaz
Grok Build open-sourced with zero-retention privacy after data-upload scandal
xAI turned a privacy violation into a competitive advantage by open-sourcing Grok Build and committing to zero data retention, combining frontier cost-efficiency with Apple-grade…
$BE···bullish· mediumejaaz
Bloom Energy vertical on modular data center power; Leopold Aschenbrenner invested
Bloom Energy is one of few providers able to deploy modular power for data centers quickly, driving stock vertical; top AI fund manager Leopold Aschenbrenner made a large investme…
$DEEPSEEKneutral· lowejaaz
DeepSeek preps IPO after $15B raise; founder owns 94% worth ~$26B
DeepSeek is reportedly preparing an IPO after a massive $15B funding round at a 1.5x step-up, with founder Liang Wenfeng retaining 94% ownership, making him one of the wealthiest…