Frontier AI: Compute, Control, and China

Moonshot released Kimi K3 on Thursday and had to stop taking new subscribers by Sunday because it did not have enough compute to meet the demand.

I talk about what that says about China’s progress despite US chip controls, the difference between releasing a model and having the infrastructure to run it, and the growing role governments are playing in deciding who gets to build and use frontier AI.

00:00 Frontier AI: Compute, Control, and China
01:34 Export Controls
10:16 The Fable Shutdown
14:52 Compute Constraints