The frontier just opened

Top stories for week 30: 

  • Moonshot AI released Kimi K3, a 2.8 trillion parameter open-weight model that ranks fourth globally and takes first place on a major coding benchmark 
  • For the first time, a frontier-class model can be downloaded and run inside your own wallsreopening the rent vs. own decision for regulated industries 
  • Microsoft instructed its salespeople to openly disparage OpenAI, Anthropic, and Google, just one week after promoting GPT-5.6 as the preferred Copilot model 

For the first time, a frontier-class AI model is something you can own, not just rent. Moonshot AI's Kimi K3, a 2.8 trillion parameter open-weight model, landed in the global top four and took first place on a major coding benchmark — and you can download the weights and run it on your own hardware. In the same week, Microsoft started training its salespeople to run down OpenAI and Anthropic, and Google scrapped its Gemini flagship for the third time. The model layer is opening up. The vendor relationships around it are getting hostile. 

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