The Correction Arrived Before the Prospectus
Kimi K3's second day compresses the whole open-weights argument into one weekend: practitioners correct the launch numbers, an OpenAI executive walks back his own take, and Moonshot preps a Hong Kong IPO. Plus a CIA operative inside the UAE chip decision, the interventionist turn in US AI policy, and inference economics with actual prices attached.
The Kimi K3 Moment — the Hacker News post cataloging cost, latency, and coding-quality complaints that reset the launch narrative within a day.
Dean W. Ball's correction thread — an OpenAI executive publicly softening his position on Chinese…
The skinny
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