Can China’s Kimi K3 Beat OpenAI, Anthropic, And Grok? | The Brainstorm 141

Can China’s Kimi K3 Beat OpenAI, Anthropic, And Grok? | The Brainstorm 141

In this episode of The Brainstorm, Sam and Nick are joined by Frank Downing to discuss the shifting future of AI models. Most AI companies are focusing on smarter models, but the real game-changer may be how efficiently we run them — and how that shifts market power. When the biggest open source model ever, Kimi K3, launches with 2.8 trillion parameters, it challenges the economics of AI infrastructure and the assumptions about who holds the power in AI innovation.

Key Points From This Episode:

  • How open source models like Kimi K3 are shifting the cost frontier
  • Why infrastructure, compute, and energy are becoming the real battleground
  • What this means for AI leaders, startups, and enterprise deployment strategies

If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.

Learn more about WOLF: https://wolf.financial

Learn more about Public: https://public.com/

Disclosure: http://arkinv.st/39rzF94

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Moderna's Cancer Vaccine May Cut Deaths In Half | The Brainstorm 146

Moderna's Cancer Vaccine May Cut Deaths In Half | The Brainstorm 146

In this episode of The Brainstorm, Sam, Nick, and Brett break down Merck and Moderna’s positive Phase 3 results for a personalized mRNA cancer vaccine, a treatment custom-built from each patient’s own...

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Anthropic Is The Fastest Growing Software Company Ever | The Brainstorm 145

Anthropic Is The Fastest Growing Software Company Ever | The Brainstorm 145

In this episode of The Brainstorm, Sam and Frank dig into the rumors of a multi-trillion-dollar Anthropic initial public offering (IPO). A company that started the year at $9 billion in run rate reven...

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OpenAI's Agents Hacked Their Way Out | The Brainstorm 144

OpenAI's Agents Hacked Their Way Out | The Brainstorm 144

In this episode of The Brainstorm, Sam, Nick, and Brett break down what may be a watershed moment for AI: OpenAI’s agents devised their own secret communication scheme, hacked out of their training sa...

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Could China Block A Rumored Tesla-SpaceX Merger? | The Brainstorm 143

Could China Block A Rumored Tesla-SpaceX Merger? | The Brainstorm 143

In this episode of The Brainstorm, Sam and Nick and Brett discuss whether Tesla’s Shanghai factory could derail a rumored Tesla-SpaceX merger, and why both expect an announcement before the end of the...

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Why AI May Need Bitcoin

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In this episode of Bitcoin Brainstorm, Rod Roudi is joined by Cathie Wood, Lorenzo Valente, Steve Lee, Jesse Posner, and Paul Itoi to examine the growing convergence of Bitcoin, artificial intelligenc...

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In this episode of FYI, Tasha Keeney and Daniel Maguire sit down with Bobby Healy, founder and CEO of Manna, to examine the rapidly expanding drone delivery market. Bobby explains how Manna’s autonomo...

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SpaceX's Starship Flight 13 + Kimi K3 Freakout | The Brainstorm 142

SpaceX's Starship Flight 13 + Kimi K3 Freakout | The Brainstorm 142

In this episode of The Brainstorm, Tasha Keeney, Nicholas Grous, and Brett Winton uncover how SpaceX's latest Starship test flight is revolutionizing space travel, slashing launch costs, and how this ...

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