Silicon Valley has spent much of the past week on red alert, digesting the arrival of Moonshot AI’s Kimi K3, a Chinese AI model that can allegedly beat some of the best systems built by US companies at a fraction of the cost.

Its performance alone would have been enough to intensify the rivalry between the US and China. But Moonshot’s plan to release the model’s weights for free – and its clear targeting of US users – has fueled deeper unease about whether closed American models can continue to dominate as increasingly capable open alternatives enter the market.

Open-weight models give developers far greater control than proprietary syst …

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