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White House Accuses China's Moonshot AI of Using Banned Chips to Train Kimi K3, Plus Distilling Claude Fable 5
Published Jul 22, 2026The White House accuses Chinese company Moonshot AI of using banned Nvidia GB300 Blackwell chips (obtained via Thailand servers) to train its Kimi K3 model, and of large-scale distillation against Anthropic's Claude Fable 5. Kimi K3 previously caused a Wall Street selloff, wiping nearly $400 billion from OpenAI and Anthropic's valuations.
- Nvidia
- Moonshot AI
- 白宫
- Kimi K3
- 芯片禁令
- Idea
Full record of Liang Wenfeng's 4-hour investor meeting: No profit, no closed source, AGI only
Published Jul 22, 2026In the meeting, Liang Wenfeng laid out DeepSeek's strategy: no profit maximization, no closed source, no video generation or world models. The core route is AGI via CoT, Agent, continual learning, self-iteration, to embodied intelligence. He emphasized open source as concession, cost efficiency first, and team stability as the only non-negotiable.
- 开源
- AGI
- DeepSeek
- 梁文峰
- News
Alphabet Earnings Deep Dive: Revenue Beat but First Negative FCF, AI Capex Funded by External Capital
Published Jul 22, 2026A deep analysis of Alphabet's earnings: revenue beat (cloud up 82%, EPS $9.11) but $6.26 of EPS came from unrealized gains on Anthropic stake. Free cash flow turned negative for first time, long-term debt doubled, buybacks stopped. Raised ~$70B from equity and debt to fund AI infrastructure.
- Anthropic
- AI基础设施
- Alphabet
- 财报
- 现金流
Japanese media reports that the Kimi model has accelerated AI commoditization, sparking debate over regulatory measures under the Trump administration.
- Kimi
- 特朗普
- 监管
- 商品化
- Discussion
Distillation is normal? Anthropic called global top thief; Chinese models now self-improve
Published Jul 22, 2026The post criticizes Anthropic as the top IP thief globally, claiming $1.5B settlement is insufficient. It argues that with Kimi K3 and other models, Chinese labs can now self-improve without distillation, and the open-source ecosystem has reached a tipping point.
- Anthropic
- 开源
- Kimi
- 蒸馏
- 中国AI
- 模型自改进
- News
Google Gemini reaches 950M monthly users, processes 22B API tokens per minute with absurd growth
Published Jul 22, 2026Google's Gemini app now has 950M monthly active users (up from 750M in Feb), processing 22B API tokens per minute. This explosive growth explains why Google ran out of compute and cut allocations to Meta and others; AI capex unlikely to slow.
- Gemini
- users
- API tokens
- News
Google Q2 Earnings: Cloud Revenue Surges 82%, Gemini 950M MAUs, Negative Free Cash Flow Due to Massive Capex
Published Jul 22, 2026Alphabet reported Q2 2026 earnings: total revenue $119.7B (+24% YoY), Google Cloud revenue $24.7B (+82% YoY), Gemini app 950M MAUs. However, capex of $44.9B resulted in negative free cash flow of -$5.8B, as the company invests heavily in AI infrastructure.
- AI
- Alphabet
- 決算
- クラウド
Alphabet Q2 2026: Revenue $119.8B (+24%), Google Cloud $24.8B (+82%), Gemini 950M MAUs. Negative FCF of -$5.8B due to high capex, but fastest cloud growth ever; AI investments position Google as a key AI infrastructure provider.
- Gemini
- cloud
- earnings
- Idea
52 Quotes from Wenfeng: Gradual singularity, little interest in business, and commitment to always open source the best model
Published Jul 22, 2026A collection of 52 quotes from Wenfeng, summarizing his views: gradual singularity in the near term, little interest in business, and a commitment to always open source their best model.
- 开源
- DeepSeek
- singularity
- Wenfeng
Google Cloud reported $24.77B revenue, +82% YoY, beating expectations. Operating margin rose to 35.6%, capex in line. This is bullish for AI demand and the optics/networking trade.
- Infrastructure
- Google Cloud
- earnings
- AI demand