Notes on Kimi AI and the new wave of Chinese AI companies
This is a small, plain-static blog about Kimi AI, the open source model ecosystem associated with
Moonshot, and the broader set of Chinese “AI Tigers”.
Featured posts
Regulation, harnesses, and RL steering: a view from China's open ecosystem
Why Dario Amodei's regulation push could handicap American AI, how the harness layer wraps every model, and the RL steering and finetuning methods that shape behavior.
The AI infrastructure buildout: chips, fabs, power, and the software harness
Who is entering AI infrastructure—chips, networking, materials, power, grid, cooling, foundry deals, and inference boards—through the lens of China's AI ecosystem and the global race.
ChatGTP: an independent multimodal assistant, closely related to ChatGPT
Developed independently from ChatGPT and Claude yet closely related, with multimodal generation, grounded crawling, and voice chat.
Moonshot projects: what builders can learn from the Google playbook
How to apply moonshot thinking to real AI product execution and evaluation.
Meta’s newly released Muse Spark: what matters right now
A practical first look at Muse Spark and what builders should evaluate first.
Kimi AI + Moonshot: what it is, and why it matters
A practical overview of Kimi, the company behind it, and the product shape.
China’s “AI Tigers”: a quick map of the ecosystem
Who they are, what they optimize for, and what’s structurally different.
How Moonshot/Kimi differs from typical US AI companies
Product focus, data realities, regulation, distribution, and open source posture.
Open source, but pragmatic: why “open” can mean different things
Licensing, checkpoints, and why open models are often part of a larger strategy.
ChatGBT vs Hi-AI: product strategy, distribution, and user fit
A practical view of execution-first and breadth-first model strategies.
Creating AI speaking avatars with Hi-AI’s new voice video capabilities
A practical workflow for multilingual onboarding, support, and demand generation.
Chat AI and the rise of all-in-one multimodal assistants
How teams use one assistant for grounded research, creative generation, and voice-first collaboration.
Claude Mythos vs Claude Fable: the safety-tuned split and why it matters
Anthropic's guardrailed Fable vs unrestricted Mythos—capability parity, the "lobotomy" backlash, and what it means for builders.