Kimi CEO says labs focus too much on models and says long context is AI memory
FinanceYF5 · x · 2026-07-22
Kimi CEO Yang Zhilin argues that all major labs are focused on the wrong thing: he says model quality alone is not what decides winners, and that how teams are organized matters more.
He also frames long context as the AI era's "memory," arguing that the jump from 128K to gigascale context has been compressed from something that would have taken 40 years into just two years.
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