Teortaxes: Kimi stuck serving old K2 base as K2.8 rumored post-trained variant; DeepSeek's compute moat

teortaxesTex · x · 2026-09-11

Teortaxes argues that if Kimi K2.8 is really a post-trained K2.7 (ultimately the July 2025 K2), it confirms Moonshot struggles to pretrain new base models and must keep serving the relatively expensive old K2 base — while DeepSeek's ownership of compute lets it ship V4 and then V4.1. A replier questions the economics of sticking with the costly K2 base absent K3, speculating a sparse-attention workaround may be in the works.

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