AI Bubble Update: Kimi K3 Sends China into Chaos

In the Loop AI · Jul 21, 2026 · 25m · transcript

We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks.

The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers?

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