Max founded Lagora, a legal AI company that raised $600M in two weeks and pioneered consumption-based pricing to align token costs with customer value.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Lagora aligns revenue with token usage via consumption pricing, maintaining positive gross margins while flat-rate competitors bleed on heavy users; expects the model to become standard across vertical AI.
Google has fallen from the perceived 'AI big three' as Moonshot's Kimi K3 surpasses it, yet market perception lags with many still believing Google remains a top-three frontier lab alongside OpenAI and Anthropic.
Kimi K3 achieves frontier-level performance at 2.8T parameters, making it the third-best model globally behind only GPT-4.5 and Sonnet 3.6, though the delayed open-weight release raises questions about serving capacity and commercialization strategy.