We were lucky enough to read the tea leaves ahead of the "frontier", so to speak, and conclude that various "open" models out of China would soon be the biggest talking point - not to mention the market's fulcrum catalyst. See for example:
- June 19: Answering The "Trillion Dollar Question": Are China's AI Models A Better Value Than US Models
- June 22: Deep Seek 2.0? China's GLM 5.2 Model Takes AI World By Storm With Stunning Mix Of Capabilities & Price
More recently, last week we summarized virtually all of China's AI Models in "The Definitive LLM Primer" (July 11), which we republished below for our readers' convenience, yet in the fast-paced world of AI, even that article is now woefully out of data due to the recent arrival of Moonshot's open-sourced Kimi K3 (July 16), which has not only taken the AI world by storm, but promptly sparked a momentum meltdown amid growing fears that Chinese LLMs are catching up too fast to frontier US models (something we warned about one month ago here). The reason for the jarring market reaction is that Kimi K3 is viewed as bei
