Nick Perry argues that Kimi K3, a new open-source model, will overtake OpenAI and Anthropic because enterprises want to avoid per-token fees and keep data private with on-premise deployments. He warns that Western companies risk falling behind if they don't embrace open-source AI.
All right, y'all better brush up on your Mandarin because KIMI just shocked the world. No company is going to continue to pay token tax to OpenAI and Anthropic when you have open source rivals coming out that could do the exact same thing and in a lot of places better than the closed source Frontier models. Closed source is not going to keep up in the world. That is my call. I'm making it right now. And I'm going to tell you guys that All the big companies out there, they want on-prem. They don't want to pay token tax. They don't want to send their data to go train OpenAI and Anthropic. So you're going to see a huge explosion this year of open source models continuing to beat closed source. If the West doesn't start open sourcing stuff, it's cooked. We are all going to be speaking Chinese.
