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Intel at the Edge

Intel at the Edge

Kimi K3: What China's Latest Model Means for the US with David Lin

Jul 28, 2026 · 25m

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About this episode

Kimi K3, China's largest open-weight AI model yet, just hit the public — and it's rewriting the terms of the US-China AI race. In this emergency episode, host Chip Usher sits down with David Lin, Senior Director for Tech Platforms at SCSP and CIA veteran, to unpack what K3's release really signals. They dig into how the competition has shifted from a simple US-vs-China contest into a two-axis battle of open weights vs. closed weights, why K3 dropped right alongside Xi Jinping's World AI Conference speech, the eye-popping cost gap between K3 and frontier US models, and the question of large-scale model distillation and IP theft. They close out with a look at Nvidia's Jensen Huang and a…