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▶ 22:58 · Cybersecurity · Cybersecurity · AI cyber offense proliferation makes defense the biggest VC category; 1-2 quarter lag for open models
episode briefing
Peter H. Diamandis

China's Kimi K3 Triggers an AI Sputnik Moment, 2.8 Trillion Parameters Go Open Source | Ep. 272

2026-07-19 · 24 company · 31 thematic
sentiment
20 bull4 bear0 neu
speakers
imad

Moonshots panelist, author of 'The Last Economy'. Deep in quantization research (sub-1-bit), edge AI, and inference optimization. Invests in companies working on ternary/binary compression and photonic substrates. Tracks Chinese lab innovations closely.

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.

immad mostaque

Author of 'The Last Economy'. Tracks Chinese AI labs, quantization, humanoid robotics, and forecasting. Deep knowledge of model architectures, inference providers, and open-source ecosystem. Releasing research papers on generative AI economics.

immad akhund

Immad Akhund is an entrepreneur and author of 'The Last Economy', deriving economics from generative AI math. He leads research on quantization, edge deployment, and AI forecasting, and runs an AI startup.

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.

alex weezer gross

Alex Gross is a recurring Moonshots guest who tracks frontier model benchmarks, scaling laws, and quantization. He co-wrote 'Solve Everything' with Diamandis and analyzes Pareto frontiers for cost-performance.

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