Comment by epolanski

Comment by epolanski 2 days ago

6 replies

It's interesting to note that a model that can OpenAI is valued almost 400 times more than moonshotai, despite their models being surprisingly close.

famouswaffles 2 days ago

OpenAI is a household name with nearly a billion weekly active users. Not sure there's any reality where they wouldn't be valued much more than Kimi regardless of how close the models may be.

m3kw9 a day ago

Unless they can beat their capabilities by a clear magical step up and has infrastructure to capture the users

moffkalast 2 days ago

Well to be the devil's advocate: One is a household name that holds most of the world's silicon wafers for ransom, and the other sounds like a crypto scam. Also estimating valuation of Chinese companies is sort of nonsense when they're all effectively state owned.

  • epolanski 2 days ago

    There isn't a single % that is state owned in Moonshot AI.

    And don't start me with the "yeah but if the PRC" because it's gross when US can de facto ban and impose conditions even on European companies, let alone the control it has on US ones.

    • moffkalast a day ago

      I'm not sure if that is accurate, most of the funding they've got is from Tencent and Alibaba, and we know what happened to Jack Ma the second he went against the party line. These two are defacto state owned enterprises. Moonshot is unlikely to be for sale in any meaningful way so its valuation is moot.

      [0] https://en.wikipedia.org/wiki/Moonshot_AI#Funding_and_invest...

    • swyx a day ago

      Funny because that's how us Americans feel about your European cookie banner litter and unilateral demands on privacy