A profile of Yang Zhilin, founder of Moonshot AI, which faced early doubts over revenue and model capabilities before its Kimi K3 delivered a "DeepSeek moment"
THE SO WHAT
China now has multiple homegrown models that peers describe as having a “DeepSeek moment” — the moat is shifting from raw capability to distribution, data, and capital access. If you’re betting on a single Western model vendor, assume pricing and leverage will move against you as K3-class models globalize through APIs and partners.
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