AI Bubble to Burst in 3 Months? Kimi and Open-Weight Models Accelerate Race to Zero

The author speculates the AI bubble may burst within three months, triggered by Anthropic's IPO. Open-weight models like Kimi rapidly close performance gaps, shifting competition from intelligence to cost endurance, while massive capex can't be recouped in investors' timeframe.

• Kimi
• AI泡沫
• Anthropic IPO