Did we just have our Hiroshima in AI?

Did we just have our Hiroshima in AI?

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Did we just have our Hiroshima in AI?

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For those who are not aware, THIS IS MASSIVE NEWS.

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Kimi, one of China’s leading AI frontier model companies, has just released their new version.

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And it’s INSANE.

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Look at these results.

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Read this thread.

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Watch this video for an explanation.

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If these results are true, this is a HOLY SHIT moment for AI and the world.

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It has beaten every single American AI frontier model.

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One that VCs and companies in the West have spent hundreds of billions to trillions of dollars investing behind.

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Behind the chips.

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Behind the models.

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Behind the companies.

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And China may have just nuked all of it.

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Let me explain why this could be such a big deal.

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OpenAI and Anthropic are almost trillion-dollar private companies.

Anthropic was about to go public recently.

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Why?

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Because they are printing cash.

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They are growing exponentially.

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They are building use cases everywhere.

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And people are paying for it.

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Anthropic had one of the most insane growth rates of all time from a revenue perspective.

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Just read this.

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In less than 18 months, Claude code didn’t exist.

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And Anthropic took their annual revenue run rate from 1B to over 30B.

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Think about that.

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Listen to that for a second.

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It is INSANE growth.

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Like out of this world.

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Like every VC drooling out of their mouth to be part of that company.

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Why?

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Because VCs love growth.

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Big market investors love growth.

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They have since 2008.

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That’s why tech has crushed.

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It’s just kept growing.

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Now in every part of our lives.

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AI is there.

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But at an even bigger scale.

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In the West and most of the world, ChatGPT and Claude are dominating that.

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But China has now entered the party.

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DeepSeek was the first big moment.

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The first big one I remember.

A model came out from China showing that it was comparable to OpenAI and Anthropic, and it was a fraction of the cost.

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Like it cost them $6M.

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OpenAI and Anthropic spent billions.

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But also, they gave it away for free.

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At the time, DeepSeek was comparable to OpenAI and Anthropic.

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Took less data.

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Cost less.

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And gave comparable results.

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So if you’re a company worried about cost, why would you go with the big guys?

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A lot of it is trust.

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But that is slowly fading.

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Think about this.

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Do you trust the US government?

Look at their track record.

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Now I’m not saying to trust the Chinese government either.

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But you have to marvel at what they’ve done.

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They’ve just economically nuked America.

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They put out a model.

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For free.

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For the whole world to use.

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That is now BETTER than what OpenAI and Anthropic put out.

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Again - BETTER.

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And it is open source.

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It’s out there.

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It’s available for everyone.

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Instead of spending trillions of dollars on compute, model building, employee salaries and data centres, China has spent less.

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And given the world all of it.

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Open source.

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It costs less.

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Runs on less.

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And is comparable to what OpenAI and Anthropic have.

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This is MASSIVE.

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Like history-making MASSIVE.

This could be the catalyst for the fall of America.

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Besides the growth in AI, the American economy has failed.

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It has faltered.

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Things are not growing.

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Trump and his team are hiding behind what the stock market is doing, rather than what is happening to the average American.

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Inflation is ravaging them.

Everything is more expensive.

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Wages haven’t kept up.

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The government keeps spending billions on bombing kids in Palestine.

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And all of these big companies like Facebook, Google, NVIDIA, Apple, Amazon and Tesla are reliant on the growth of AI.

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Now here’s the kicker.

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And where China really wins long term.

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They own the supply chain.

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Own the critical and rare earth supply chain.

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The key components that go into the semiconductors that power AI and all the industries of the future are owned by China.

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The government has also mandated that all AI companies in China must now use AI chips.

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They cannot train on the new advanced chips NVIDIA is putting out.

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So eventually the best models they create will all have to run on their own chips.

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If you are a person in Europe, South America, Africa or Asia, why would you keep buying American goods if the best models in the world are open source and are trained on Chinese semiconductors?

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You will eventually start buying from China.

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And that’s what this moment did.

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It showed the world that: wait, why are we spending all this money endlessly on AI from Western companies when the counterparts out East have built a better model for a fraction of the cost and are eventually going to have them running only on Chinese chips?

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Now this is not going to happen overnight.

People still don’t trust the Chinese.

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And why should they?

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But once you can run their AI models locally on your own computers with your own chips, they have won.

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They have given the world an amazing invention/weapon for a fraction of the cost.

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What a day.

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What a story.

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What a scary world we are entering.

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China might have just dropped a metaphorical hydrogen bomb on the American economy.

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Let’s see how the US responds.

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