In this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from The Rundown
SK Hynix Drops Despite $42B Profit, Ford Bets Big On Gas Guzzlers
Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat
Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership
The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Get summaries like this every morning.
Free AI-powered recaps of The Rundown and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.