zephyr_z9: Kimi isn't cooked — $5B-$10B IPO plus distillation can offset its compute gap
zephyr_z9 · x · 2026-10-24
zephyrz9 pushes back on teortaxesTex's pessimism about Moonshot AI: Kimi has a sizable war chest (though smaller than DeepSeek's), its IPO should raise $5B-$10B, and it can distill the model into smaller variants to ease compute pressure. He adds that financially, GLM (Zhipu) has the smallest war chest.
Related event: Debate Erupts Over Kimi's Compute Constraints and Prospects(3 posts)→
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