teortaxesTex: Kimi should have copied DeepSeek and shipped K3.1-Flash first

teortaxesTex · x · 2026-10-24

teortaxesTex doubles down on his Kimi outlook: rationally, Moonshot should have copied DeepSeek again and released a lighter K3.1-Flash first. He reiterates that Kimi's models are too GPU-intensive, the company lacks compute now, has no whale-style compute arrangements coming, and sees no improvement since K3 — hence his pessimism about a save.

Related event: Debate Erupts Over Kimi's Compute Constraints and Prospects(3 posts)→

Original post →

More from Companies & People

Companies & People channel →