Bloomberg Technology

How Kimi K3 Is Reshaping AI Investing

China’s Moonshot has reignited the AI race with its powerful Kimi K3 model. Crosslink Capital partner Mary D’Onofrio joins Bloomberg to discuss whether more efficient AI models are changing the economics of artificial intelligence, what it means for OpenAI and Anthropic, and where venture investors see the biggest opportunities across AI infrastructure and agentic software.…

Published

on

China’s Moonshot has reignited the AI race with its powerful Kimi K3 model. Crosslink Capital partner Mary D’Onofrio joins Bloomberg to discuss whether more efficient AI models are changing the economics of artificial intelligence, what it means for OpenAI and Anthropic, and where venture investors see the biggest opportunities across AI infrastructure and agentic software. She joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

Connect with us on…
X:
Facebook:
Instagram:
 
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
 
Listen to the daily Bloomberg Technology podcast here:

 
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:

26 Comments

  1. @sonnymachiavelo

    July 20, 2026 at 6:59 pm

    ADA had its moment, DOGE had its run, but $SPX21K feels like what’s next.

  2. @francoisdimas

    July 20, 2026 at 6:59 pm

    Market down 10% and everybody panics. Market up 10% and suddenly bullish again lol. Been buying SPX21K the whole time.

  3. @mrsdarlenes

    July 20, 2026 at 6:59 pm

    Why’s everyone panicking when this is literally the accumulation zone for $SPX21K? 🙄

  4. @tilymachado

    July 20, 2026 at 6:59 pm

    When FOMO kicks in, even 20T Market Cap Asset Like GOLD can do 6000$. Imagine what its like when money start flow into BTC, SPX21K, ETH, HYPE

  5. @ashamathias-f4c

    July 20, 2026 at 7:00 pm

    The amount of fear BTC at 59k was insane. Glad I kept buying SPX21K instead of panicking.

  6. @agathesilveira

    July 20, 2026 at 7:00 pm

    HYPE and SPX21K are this year kings. Thank you for making my day with your POV

  7. @haichristianson

    July 20, 2026 at 7:00 pm

    Holding LINK and $SPX21K but $SPX21K is the main dish 🍽

  8. @beachryder-g4v

    July 20, 2026 at 7:00 pm

    Bottom was in get over it and stop following the sheep 🐑🐑🐑🐑🐑🐑🐑🐑

  9. @junewalsh-g1w

    July 20, 2026 at 7:00 pm

    BNB red, SOL bleeding, ADA weak, yet SPX21K! still green on my 7-day list.

  10. @daveloy-t7f

    July 20, 2026 at 7:00 pm

    Great video. Do you still think SPX21K, SOL is worth buying here or better wait for another dip?

  11. @lorettasessions-z5v

    July 20, 2026 at 7:00 pm

    What’s up with the Trump rumor and SPX21K? Could this blow?

  12. @chesterreuter

    July 20, 2026 at 7:01 pm

    You are a biggest joke

  13. @aldrynstaba

    July 20, 2026 at 7:01 pm

    SPX21K volume quietly creeping up while price dips… smart money doesn’t make noise

  14. @gusandres-t4z

    July 20, 2026 at 7:01 pm

    All guys stacking SPX21K! before next bull are smart apes for sure

  15. @glennpippin-x4b

    July 20, 2026 at 7:01 pm

    SPX21K could easily be one of the top gainers soon

  16. @franceavina

    July 20, 2026 at 7:01 pm

    ETH can run later, but right now $SPX21K looks like the calm before the parabolic storm.

  17. @danielribero-r7o

    July 20, 2026 at 7:01 pm

    SPX21K ETF coming soon? wow that would change everything

  18. @braysherharwick

    July 20, 2026 at 7:01 pm

    SPX21K quiet while BTC bleeds. That silence is loud. ⚡

  19. @DanBurgaud

    July 20, 2026 at 7:12 pm

    US AI is failing and falling. GG! HF! GL!

  20. @ausmiku

    July 20, 2026 at 7:15 pm

    We know the truth about LLMs. AI can’t “do” maths, it doesn’t store “knowledge”, it can’t verify its own results, it has no logic or deduction capability, it can’t be trusted in law or medicine, it’s only right 50% of the time, and it can hallucinate. It’s the biggest scam in history. The crooked AI companies and their clueless fanboys and influencers will disappear. Hooray !

    • @Anurania

      July 20, 2026 at 7:58 pm

      The gaps are closing. AI uses tools now, so if it needs to do a calculation it can call on a calculator and collect the result. The other issues are being addressed and becoming more polished every day.

  21. @akashbudholia5881

    July 20, 2026 at 7:41 pm

    Just goes to show how obervalued atleast OpenAI is, hopefully this stops their IPO coming next year, because it won’t be needed. Expecting another open source model of similar calibre once the weights are made public by moonshot on 27th.

  22. @Anurania

    July 20, 2026 at 7:55 pm

    DeepSeek v4 final is coming soon. That is also impressive but it’s much cheaper than Kimi. Only a few cents a day for most users.

  23. @madhavavithana

    July 20, 2026 at 8:24 pm

    Very few in the world have the hardware capacity to run Kimi 3 without compression, even if it’s an open weight model.

  24. @Greggee100

    July 20, 2026 at 8:42 pm

    Google: Chinese don’t have the ability to make HBM memory
    It will take a dent out of AI market in america, but it falls behind
    Sk hynix, Samsung and Micron for corporations

  25. @larryl9778

    July 20, 2026 at 8:51 pm

    The US failed because it raised the bar for H1B visas, blocking a large number of India’s top AI talents.

Leave a Reply

Your email address will not be published. Required fields are marked *

Trending

Exit mobile version