2nd Order Thinkers

2nd Order Thinkers

Weekly AI 2nd Order Takes

Briefing: Washington wants open-weight AI, just not China’s

Kimi K3 lands as Meta tests a cloud move, DeepSeek weighs a listing, and SK Hynix cashes in on the memory squeeze.

Jing Hu
Jul 21, 2026
∙ Paid

Kimi K3, one that puts pressure on Fable 5 and GPT 5.6

You likely have some vague impression of a company called Moonshot and their AI model. Don’t worry about it, because you’ll know of them soon enough. They’ve recently released Kimi K3, an open-weight model that topped multiple coding benchmarks and closed in on Anthropic’s and OpenAI’s flagship model…

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