Kimi's New Model Hits Anthropic's Valuation Expectations
markjeffrey · x · 2026-07-18
Quoting @IterIntellectus, the tweet suggests that yesterday's release of Kimi K3 has directly impacted Anthropic's valuation expectations. Prediction market data shows that the probability of Anthropic reaching a $1.5 trillion valuation by year-end dropped by 11 percentage points overnight. The author concludes that under such fierce model competition, AI companies currently have “no moat.”
Related event: Moonshot AI Plans HK IPO as Kimi K3 Shakes Wall Street's Compute Faith(10 posts)→
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