The world's largest open model sold out three days after launch. WHAT?! Moonshot paused new Kimi K3 subscriptions after demand pushed its GPUs to the limit. The same weekend: Xi Jinping personally endorsed open-source AI at WAIC, Alibaba teased a 2.4T-parameter Qwen 3.8 with an open-weight promise, and Axios reported that Washington may ban Chinese models entirely.

In this episode, we explain why serving an agentic model is so expensive, how a GPU shortage became an IPO pitch, what the July 27 weights release changes, and what a ban of an open model can and cannot actually reach.

Attention Span is here to explain the technical and business choices shaping AI.

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*Links:*

Kimi K3: The open-weights escalation https://www.interconnects.ai/p/kimi-k3-the-open-weights-escalation

Kimi.ai capacity announcement https://x.com/Kimi_Moonshot https://x.com/Kimi_Moonshot/status/2078855608565207130

Xi Jinping's Big AI Speech, Annotated https://mattsheehan.substack.com/p/xi-jinpings-big-ai-speech-annotated

Kimi K3: The open-weights escalation https://www.interconnects.ai/p/kimi-k3-the-open-weights-escalation

Reuters, Moonshot pauses subscriptions amid IPO push SCMP, Kimi K3 developer suspends new subscriptions The Decoder, membership split into two tiers Qwen 3.8 announcement https://x.com/Alibaba_Qwen/status/2078759124914098291 MarkTechPost, Qwen 3.8 preview without benchmarks or license

Reuters, Xi's WAIC keynote Quartz, WAICO launch and membership Axios (Maria Curi), the administration's signals on Chinese models Nathan Lambert, Interconnects: Notes from inside China's AI labs https://www.interconnects.ai Previous episode: Kimi K3 and Inkling

#AI #ArtificialIntelligence #OpenSourceAI #KimiK3 #Qwen #LLM #MachineLearning #TechNews #China #AIPolicy

Kimi K3 Just Sold Out. Then It Got Political

Turing Post

Kimi K3 Just Sold Out. Then It Got Political