Moonshot AI

Latest AI news, models and releases from Moonshot AI. ['GLM 5.2', 'GLM-5.2', 'Hermes', 'K2', 'K2.6', 'K2.7', 'K3', 'K3-mini', 'K3-MoE', 'Kimi', 'Kimi 2.5', 'Kimi 2.6', 'Kimi-2.6', 'Kimi 3', 'Kimi 3T', 'Kimi Hosted Agent', 'Kimi k1.5', 'Kimi K1.5', 'kimi-k2', 'Kimi K2', 'kimi-k2-0711-preview', 'Kimi K2.5', 'Kimi-K2.5-1T-A32B', 'Kimi K2.6', 'Kimi K2.7', 'Kimi K2.7 Code', 'Kimi K2 Thinking', 'Kimi K3', 'Kimi-K3', 'Kimi K3.5', 'Kimi-k3-free', 'Kimi K4', 'Kimi K5', 'Kimi Linear', 'Kivine', 'Krea 2', 'Krea 2 Turbo', 'Mamba', 'Mamba-2', 'Mamba-3']

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Business & Market 🇨🇳

From 'Model Race' to 'Closing the Books': What Competition in AI Industry Is Now About – Answers from WAIC 2026

At WAIC 2026, experts noted a paradigm shift: the AI industry is moving from showcasing model capabilities to rigorous financial accounting ('closing the books'). Three key cost items are discussed – infrastructure (total investment exceeded $700 billion with only $50 billion in revenue), inference (cost per token dropped 8–10 times but total spending rose), and capital (investors demand real economics). Models remain important, but the focus is shifting to product, agent capabilities, infrastructure, and trusted data.

Anthropic

Moonshot AI

InfoQ 中国24.07 · 12:02

Business & Market 🇺🇸

Anthropic makes Claude Fable 5 permanent in Max and Team Premium subscriptions

Anthropic has reversed its plan to remove Claude Fable 5 from subscription plans, instead making it permanent in Max and Team Premium tiers at 50% of usage limits. The change is driven by competition from GPT-5.6 Sol and Kimi K3, which made the original removal plan untenable.

Anthropic

OpenAI

Moonshot AI

Simon Willison24.07 · 11:03

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