Kimi's base-model struggles vs DeepSeek's compute ownership advantage
teortaxesTex · x · 2026-09-11
Analyst teortaxesTex argues Moonshot is doing RL on K3 but re-post-training an old MLA base (K2.7, ultimately K2 from July 2025), suggesting real scarcity issues and over-dependence on Alibaba's compute. In contrast, DeepSeek's ownership of compute lets it ship V4s and V4.1 quickly. Key thesis: owning your compute matters for base-model iteration speed.
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