Moonshot's Kimi K3 arrives, and the U.S. open-source AI stance looks incoherent

Sharp China: Kimi Madness; Xi's AI Vision and US Questions; Trump's Election Data Claims; The Connected Vehicle Security Act

This paid podcast episode discusses the arrival of Moonshot's Kimi K3 and the 'DeepSeek 2.0 concerns' it triggered among U.S. investors and policymakers. Andrew and Bill argue the U.S. approach to open-source AI is incoherent—levers exist to slow Chinese progress, but the Trump administration may be reluctant to pull them. Other topics include Xi Jinping's World AI Conference keynote, China's Global South infrastructure messaging, and the Connected Vehicle Security Act heading to mark-up this week. The body is show notes only; detailed arguments are not included.

Why it matters: Moonshot's Kimi K3 is stirring fresh anxiety in US policy circles, and the podcast directly addresses the policy incoherence and available levers. Downside: it's a paid podcast summary, so detailed arguments aren't fully laid out, and it's commentary rather than a primary rele...