K3's edge is scale: whether GLM and DeepSeek can train truly big models may doom Moonshot
teortaxesTex · x · 2026-10-24
Commentator teortaxesTex argues Kimi K3's core advantage is simply its size, and the big open question is whether GLM and DeepSeek can still train a genuinely large model. If they can, the competitive position for Moonshot turns bad, framing the next round of Chinese lab competition around who retains the capacity to train frontier-scale models.
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