Episode 15 — China Broke the Servers and Mira Murati's First Model

Podcast··42:00

Kimi K3 hit frontier intelligence so cheaply that Moonshot had to stop new sign-ups, while Mira Murati's Thinking Machines shipped Inkling, a natively multimodal model you fine-tune by talking to it.

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Chapters

  1. 03:00Ten-plus model releases in two weeks and Kimi K3 hitting its own capacity ceiling
  2. 13:00Moonshot's jump from $2B to $22B and the White House testing framework
  3. 22:00Mira Murati's Inkling: natively multimodal, fine-tuned by conversation
  4. 32:00Anthropic's path to profit, xAI's $1B monthly burn, and Europe's energy problem