RAReed Albergotti

1. Article · Jul 17, 2026 · Reed Albergotti

   Kimi K3 threatens AI business models (opens the original)

   Excerpt · Critical tone · English

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   The AI world is going nuts over the Kimi K3 AI model, the latest open-weight offering from Chinese startup Moonshot. While the new model is a big deal, the concern is somewhat misguided. For instance, Nvidia's stock (and American markets broadly) took a hit over fears that China is closing the gap with the US. But if you're an Nvidia shareholder, the excitement over K3 is pretty good news. In order to run the most capable version of Kimi K3, a 2.8-trillion-parameter model, you need a cluster of

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2. Article · Jul 11, 2026 · Reed Albergotti

   Apple’s OpenAI lawsuit highlights broader tensions (opens the original)

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   Apple leveled major allegations against OpenAI and some of its staffers Friday, alleging the ChatGPT maker systematically directed current and former Apple employees to bring secret information over to OpenAI. Initial allegations in any lawsuit should be taken with a grain of salt. They're meant to make the accused party look as guilty as possible. But at first glance, Apple appears to have a pretty good case if it can prove everything in court. But the lawsuit is also a gigantic reminder that A

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