Kimi moment. I think the writing is on the wall for Anthropic and OpenAi

New day new model....... can't wait to see in a few weeks how Minimax 3 Pro (2.7T parameters) and GLM 5.3 reinforces the narrative. As a group, all of them are accelerating their progress. THAT is the strength of open source.

Meanwhile less enterprises are going to trust Anthropic and OpenAI. Why? Because now to re-establish their moat and justify their trillion $ valuations, they must now 'distill' clients' knowledge and expand vertically into applications (finance apps, ads, etc).