kimi

Kimi领跑开源大模型支出，61%支出流向中国

美国企业近九成开源大模型支出流向中国，Kimi以61%的份额独占鳌头，DeepSeek和智谱紧随其后。这背后，中国模型正逐渐成为全球开源生态的重要力量。#开源大模型 #Kimi #DeepSeek #智谱

模型能力到底怎么样，
不能只看别人的测试，
还是得亲自用过才知道。

今天早上我在推特上刷了将近两个小时，看到不少博主对 Kimi 3.1 Pro 的测试案例：

有人说它能力非常强；
也有人反馈额度消耗太快；
还有人觉得它远不及预期，
甚至认为这是一个失败的模型。

这些测试结果之所以差异这么大，
背后可能有很多原因。

所以，KOL 的测评不能轻信。

想真正掌握一手资料，
还是得自己上手，
用实际工程去检验它。

#kimi

国产开源模型又刷榜了：Kimi K3.1 Pro，AA智能指数55分全球第4、开源第一，终端编程65.7%追平Claude Opus 5.5、把GPT-6 Astra甩开7个多点，2.8万亿参数还是全球最大开源模型——结果转头一看，生成速度73 token/秒还低于平均线，完整权重还得等到11月4日前才放，现在只能看榜不能上手。评论区站队：A：开源第一就是牌面，追平Opus还不够吹？B：权重没放出来之前，跑分都是PPT。

$BTC $ETH $SOL
#Kimi #AI #开源模型

🚨 IS $KIMI REALLY OVERVALUED AT 500 BILLION BEFORE ITS HONG KONG IPO? 📈

Smart money is dissecting the valuation math behind the hype. At a 500 billion target valuation, market multiples tell a far more subtle story when benchmarked against competitors like MiniMax and Intellispectrum. 📊

Post-K3 launch enterprise sales surged over 6x daily, meaning everything hinges on Kimi's actual revenue run-rate. 💡 If ARR clears 12 billion, the premium instantly compresses below peer averages. ⚡

Institutional capital is betting heavily on explosive post-launch momentum to justify the price tag. 🔍 Is this valuation pure speculation or a calculated front-run on AI revenue dominance? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #KIMI #AI #Valuation #PreIPO #Tech

🔥 💎

刷到 Vitalik 今天这条推：他能接受 Kimi 3.1 故意把顶级进攻性网络攻击能力踢出训练数据——「按用途限制，远好过按用户身份歧视」。

硬点：他说世界还需要时间去加固系统、审计老代码、对新代码做形式化验证，才能扛住后面更强的 AI 网络攻击。若第一波 AI 风险处理砸了，后面很容易滑向强 KYC、全面监控、按国籍/资质分档用模型的反乌托邦。

能力阉割 vs 身份门槛，这条分界线挺清楚——宁肯先砍刀，也不先给人贴标签。

#AI #Vitalik $ETH #Kimi

【市场快讯】以后用AI，可能先要过KYC、按国籍分等级——Vitalik把这条最坏的路摊开了。他接受Kimi拿掉顶级进攻性网络训练：先削最尖锐的能力，争取时间加固旧系统、审计代码，免得日后用锁死模型和全面监控补救。Kimi基准从90.5%降至81.0%，权重11月4日前释出。这道边界守得住吗？
$ETH $TAO $FET
#以太坊 #Kimi #AI安全
（来源：BlockTempo）
⚠️风险提示：以上为市场信息分享，不构成投资建议；投资有风险，入市需谨慎。

Kimi releases K3.1 Pro, a 3T-parameter flagship with 1M context that ranks 4th globally and 1st among open-source models, rivaling GPT-6 Astra and Opus 5.5 on coding, 3D, and finance benchmarks. Which capability matters most to you?
#Kimi #K3 #GPT6 #Astra #Opus
https://aidisruption.ai/p/kimi-k31-pro-released

Moonshot 的 Kimi K3.1 Pro 上线了，还带了个 Highspeed 版本。

官网说这是他们 3T 级开源权重里目前最强的一档，上下文到 100 万 token。Terminal-Bench 4.0 拿了 65.7%，高于 GPT-6 Astra 的 58.2%，略低于 Claude Opus 5.5 的 66.4%。幻觉率也砍了一截：内部硬测单句幻觉从约 23.4% 降到 8.3%。

现在 kimi.ai / Work / Code / API 都能用；完整权重预计 11 月 4 日前开源。开源侧又多了一块能对标闭源前沿的模型。#AI #Kimi

月之暗面发布Kimi K3.1 Pro：3T级开源模型，主动"削弱"黑客能力

路透10/24（周六）：Moonshot AI推出Kimi K3.1 Pro，称是其最强3万亿参数级开源权重模型，1M上下文，权重计划11月4日前公开；另有提速2-3倍的Highspeed版。
公司称从训练语料和强化学习环境中剔除网络攻击相关数据：内部网络攻防测试得分81.0%，未做削减的版本为90.5%（未经独立验证）。
据The Context汇总的公司数据，Terminal-Bench 4.0得分65.7%，高于GPT-6 Astra的58.2%，略低于Claude Opus 5.5的66.4%。
路透同时提到，中国上周提出拟限制AI驱动恶意软件生成等技术出口。

【观点】
开源模型在Agent能力上已贴近闭源第一梯队，竞争焦点从"跑分"转向"安全可控地开源"。主动降低攻防能力，是在为海外合规和监管铺路，也说明AI网络安全风险已成为发布模型的硬约束。

【机会/风险】
1. 11月4日权重开放：关注自托管、推理算力租赁需求，去中心化算力/AI板块可能有情绪催化。
2. 开源模型越强，闭源厂商的定价权和"AI capex回报"叙事越受质疑，下周微软、谷歌、亚马逊财报要看云与AI收入能否兑现。
3. 风险：跑分来自公司自测；AI板块近期整体承压，题材炒作往往快进快出。

你觉得"主动削弱能力再开源"会成为行业标配，还是只是合规姿态？评论区聊聊。

#AI #Kimi #开源大模型 #AI安全 $FET $RENDER

仅供参考，不构成投资建议

🚀 $KIMI UNVEILS KIMI K3.1 PRO – AUTONOMOUS 3D GAME & FINANCE ENGINE! 🟢

📊 The freshly dropped Kimi K3.1 Pro slams through the development pipeline, auto‑driving Godot builds and Blender renders without human touch. Its 1‑million token context and 2‑3× speed boost give it a clear edge in data‑heavy workflows.

🦈⚡ From flawless 3D vehicle physics to zero‑collision parking drills, the model also nails financial report extraction and valuation sensitivity runs – a dual‑play that could fuel institutional demand for the $KIMI ecosystem.

📌 If the weight files go open source in two weeks, the community can embed this engine directly into dApps, turning token utility into a real‑time AI service. 💬 How will this autonomous pipeline reshape token utility and institutional interest? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #KIMI #AIInnovation #SmartMoney #TechBreakthrough #Crypto

🔥 💎

17 岁高中生从 Kimi 跳槽去 Anthropic，中文 AI 圈集体破防。翻译成人话：你在大厂画了三年饼，不如人家一张 offer 值钱。月之暗面这几年最大的产出不是 Kimi，是给硅谷稳定输送人才——自己留不住天才，就别怪天才往高处走。别骂小孩，人往高处走天经地义；该骂的是把天才当耗材用、用完即弃的厂。说到底，AI 竞赛拼到最后拼的不是模型，是谁能留住写模型的人。这一轮，硅谷又赢了。#AI #Anthropic #Kimi

一个社区最打动人的地方
不是有谁说了多少漂亮的话。

而是你能感受到
有人在真正建设它呵护它
这才是一切长期价值的开始。

kimi Ai的成长
来自每一个参与其中的人。
也许从自愿锁仓开始
也许已经在凌晨3点的会议室里就已经埋下了成功的基因
#kimi ai

#kimi k3#
月之暗面联合创始人，将开源kimi k3,卧槽,世界第一的大语言模型要开源了，这不得把open ai, claude code这些闭源 杀穿了$BABA

$KIMI IPO RUMOR SHAKES THE AI SECTOR — THEN OFFICIALS SAY NOT TRUE ⚡

Headline-grabbing IPO rumors are rarely clean. A $3B Hong Kong filing from the Darkside of the Moon would have been a landmark event for the AI narrative — but the project just stepped in to kill the story. 📊

That denial matters more than the rumor itself. In absence of confirmation, markets trade the residual expectation: whether the AI funding wave finds another public listing vehicle. 🔍 Smart money treats these headline flips as volatility traps — prices spike on hope, then retrace on official word. 🌊

The key is watching how AI-linked assets digest this contradiction. ⚡ Are you fading the rumor or waiting for the real filing? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #KIMI #AI #IPO #CryptoNews #MarketStructure

🦈 💡

$KIMI K3 JUST BEAT ANTHROPIC'S OPUS IN AI BENCHMARKS 🔥

This benchmark data from an independent analyst shows the Kimi K3 model surpassing Anthropic's Opus 4.8, forcing U.S. labs to accelerate Opus 5 and GPT-6 releases. The gap between GPT-5.6 Sol and K3 is now negligible — meaning the next generation is coming sooner than expected.

When AI models leapfrog each other, the underlying narrative for AI-focused crypto projects strengthens. This kind of competitive pressure typically drives capital into the sector as anticipation builds. Are you positioned for the next wave?

Not financial advice. Always manage your risk.

#KIMI #AI #CryptoAI #Breakthrough #Narrative

🔥

月之暗面估值500亿美元：Kimi K3成功后的重新定价

消息：月之暗面正推进上市前最后一轮融资，目标投前估值500亿美元。

回头再看4月那篇《卧底Kimi的100小时》争议报道：
- 没有KPI、没有层级、没有考勤
- 研究员可以睡到自然醒，会议可以持续几小时
- 团队围绕模型不停争论，资源向模型绝对倾斜

当时被质疑是"包装精良的PR稿"。但Kimi K3发布后，这些组织细节开始有了新的解释：对于Foundation Model公司，把研发放最高优先级，可能真的就是最优解。

真正值得关注的不是"没有KPI"这个标签，而是整个组织如何围绕同一个目标运转。

AI公司估值不只是模型能力，还有组织效率。

#Kimi #月之暗面 #AI #中国AI

🚨 $KIMI $3B HONG KONG IPO RUMOR HITS THE TAPE — FACT OR FICTION? 💥

The rumor mill just went into overdrive as Darkside of the Moon (Kimi) is reportedly prepping a Hong Kong IPO filing this month with a $3B raise on the table. But the project hit back fast, calling the report untrue. 🦈 That kind of headline whiplash creates serious two-way liquidity for anyone watching the AI narrative space.

Whether or not the filing ever lands, the reaction alone tells you the story: AI plays are commanding heavy flows, and every fresh headline moves the tape. 📊 This is a news-driven market, so the edge belongs to traders who respect uncertainty instead of chasing the loudest rumor. 💡

💬 When a high-profile denial hits a hot narrative, do you trade the volatility spike or wait for the official filing? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #KIMI #IPO #AI #MarketSentiment #CryptoNews

🎯 🦈

🚨 $KIMI SHRINKS 2.78T PARAMETERS INTO 8GB RAM — WITHOUT A GPU! 💥

🔍 This open-source experiment challenges every assumption about inference scaling. A 176KB pure C99 project runs Kimi K3's 1.56TB weight set on just 8GB of memory by streaming expert weights from NVMe storage on demand. 💡

The magic is MoE sparse activation — only 16 of 896 experts are active per layer. So the developer trades flash storage bandwidth for RAM, treating disk like a slow extension of memory. 📊 The tradeoff is brutal: one token every 32.7 seconds. That's not production-ready, but it's a structural blueprint for ultra-low-cost inference infrastructure.

The bigger signal is direction. 📉 As hardware bottlenecks force creative engineering, efficiency becomes the next narrative. Are we building the plumbing for the next wave of decentralized AI? 💬

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #KIMI #AI #MoE #OpenSource #Crypto

💡 🔥

Kimi K3 属于人狠话不多的模型。不止前端优秀，后端某种程度也超越了 Fable5 和 GPT-5.6 Sol。

实测：用 GPT-5.6 Sol 找出 6 个缺陷修复后，让 Fable5 和 Kimi K3 各自 review。Fable5 说"可以提交"，Kimi K3 发现了一个严重的 PostgreSQL jsonb 校验问题。

关于 Kimi Code 的 harness 争议——有人说做得不好，但核心逻辑是"模型公司做模型"。harness 越来越不重要了，模型自带的能力在吃掉 harness 的价值。

这其实是 AI 工具链的演化方向：
• harness 是外挂的规则系统，模型能力弱时需要它补位
• 当模型本身足够强，harness 从"必需品"变成"束缚"
• Kimi 内置天眼查这种垂直能力，比通用 harness 更有杀伤力

中国 AI 模型的实战能力正在追平甚至在某些场景超越硅谷头部。别只看跑分，看实际代码 review 的结果。

#AI #Kimi #大模型 #代码审查

MOONSHOT AI DECLARES ALL THIRD-PARTY FINANCING FRAUD - $KIMI 🔥

The company has uncovered multiple schemes where institutions used its name to solicit fake financing deals. All capital raises are handled directly — no external advisors or pre-committed quotas. This isn't just a legal notice; it's a liquidity event for sentiment.

The statement explicitly denies ever providing proof-of-asset documents or locking quotas. Any claim of holding secured Moonshot shares is fraudulent. Are you verifying your deal sources before committing capital?

Not financial advice. Always manage your risk.

#KIMI #ScamAlert #FraudWarning #DueDiligence #Crypto

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