Bullets:
Kimi K3 is the latest release from Moonshot, a Chinese AI company.
Kimi is comparable in performance with the top models on offer from Anthropic and OpenAI, but at a far lower cost to enterprise users and developers.
OpenAI recently added K3 to their platform via Baseten, and allows their existing business customers to use Kimi as a foundation model.
This arrangement keeps OpenAI’s most valuable customers on the platform, while burning up the last of the tokens contracted for.
But switching to Kimi is a very simple coding change, and the risk to OpenAI is that users will simply migrate to low-cost open-source models immediately after their tokens are used up.
Closing scene, Raffles City, Chongqing
Resources and links:
Chinese AI Startup Moonshot Unveils Kimi K3 Model—Will It Challenge OpenAI And Anthropic?
https://www.forbes.com/sites/tylerroush/2026/07/17/chinese-ai-startup-moonshot-unveils-kimi-k3-model-will-it-challenge-openai-and-anthropic/
China’s Moonshot AI claims Kimi K3 can rival OpenAI and Anthropic
https://www.bbc.com/news/articles/cy9w4q8pgp0o
OpenAI Accuses Kimi Operator China’s Moonshot AI Of Copying AI Model Reasoning
https://finance.yahoo.com/technology/ai/articles/openai-accuses-kimi-operator-china-031602762.html
AI race heats up as OpenAI flags alleged model-copying campaign
https://www.cnbc.com/2026/10/01/openai-chinas-moonshot-ai-kimi.html
Baseten Brings Moonshot AI Kimi K3 to OpenAI Codex
https://www.startupresearcher.com/news/baseten-brings-moonshot-ai-kimi-k3-to-openai-codex
Kimi K3 enters OpenAI’s enterprise Codex channel and billing system
https://technode.com/2026/09/30/kimi-k3-enters-openais-enterprise-codex-channel-and-billing-system/
Compatibility with OpenAI API
https://platform.kimi.ai/docs/guide/migrating-from-openai-to-kimi
The AI industry in the US is doomed. Now China owns it all.
Forget DeepSeek, OpenAI, and Claude: for business users, Alibaba’s Qwen beats them all
Long before DeepSeek blew up Wall Street, it was in China’s top hospitals
Another week, another DeepSeek, and another insane valuation for OpenAI
Supply chain constraints are curbing US data center development
https://www.rabobank.com/knowledge/d011526506-supply-chain-constraints-are-curbing-us-data-center-development
Across the US, local revolts grow as AI data center boom expands
https://www.usatoday.com/story/news/nation/2026/10/01/residents-fight-back-against-new-data-centers/91912582007/
China’s Drive to Dominate the AI Race
https://atlasinstitute.org/chinas-drive-to-dominate-the-ai-race/
AI Bubble Teetering on the Brink as OpenAI Admits to Massive Financial Failure in Leaked Documents
https://futurism.com/future-society/ai-financial-bubble-openai-billions-failure
Google And Amazon Are The Reason For Anthropic’s Eye-Watering $42 Billion Loss
https://www.forbes.com/sites/iainmartin/2026/09/30/google-and-amazon-are-the-reason-for-anthropics-eye-watering-42-billion-loss/
OpenAI’s Losses Surge to $21 Billion: Here’s What’s Keeping the AI Bubble Afloat
https://marketwise.com/investing/openai-losses-surge-to-21-billion-as-ai-bubble-grows-bigger/
DeepSeek will be banned: it’s good, it’s fast, and it’s free. So it cannot be allowed.
More of Silicon Valley is building on free Chinese AI
https://www.nbcnews.com/tech/innovation/silicon-valley-building-free-chinese-ai-rcna242430
China’s Moonshot unveils world’s largest open AI model, closing in on US rivals
https://www.reuters.com/world/china/chinas-moonshot-unveils-worlds-largest-open-ai-model-closing-us-rivals-2026-07-17/
China’s Kimi K3 Is Closing In on America’s Best AI
https://www.bloomberg.com/graphics/2026-us-china-ai-race/
Kimi K3接入OpenAI Codex企业通道，中国大模型首次进入OpenAI企业付费结算体系
https://wap.cj.sina.cn/pc/7x24/5120756
Token pricing comparisons, OpenAI and Kimi:
https://openai.com/api/pricing/](https://openai.com/api/pricing/
https://platform.kimi.ai/
Why Airbnb switched from OpenAI to Chinese AI (and what it means for your budget)
https://www.techfornontechies.co/blog/290-why-airbnb-switched-from-openai-to-chinese-ai-and-what-it-means-for-your-budget
US Companies Are Realizing That Chinese AI Models Are Way Cheaper, Ditch American Ones
https://futurism.com/artificial-intelligence/us-realizing-chinese-ai-models-way-cheaper
Understanding the difference between context caching or prompt caching and semantic caching: A step toward optimizing RAG-based projects
https://medium.com/@wael-saideni/understanding-the-difference-between-context-caching-and-semantic-caching-a-step-toward-optimizing-1a2b44d25c12
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