Gavin Baker Says Kimi K3 is Bad for Anthropic and OpenAI but Good for Others
by Brian Wang from NextBigFuture.com on (#7725Z)
Gavin Baker says anything that increases competition and compresses margins at the model layer (foundation models) is net positive for every other layer in the AI stack - power, semiconductors, hyperscalers/neoclouds, and even software. A world with only 2-3 dominant high-margin frontier labs is bad for the rest of the ecosystem because those labs become ...