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LATEST ISSUE — July 24, 2026
01
MONEY · TECH

China's Kimi K3 turned "open weights" into a strategy question

One story dominated the past ten days, and it wasn't from San Francisco. Kimi K3, an open-weights model out of Beijing, landed hard enough that its ma … →

Tech shiftsMoney & markets
1 min
LATEST DEEP DIVE
Big Ideas 2026 · 2 of 13

The Intelligence Factory: AI Infrastructure

The cost of AI inference dropped more than 99% in a single year. That should settle the infrastructure debate. It makes everything more complicated instead.

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