US frontier AI model providers

What experts have said about US frontier AI model providers

2 statements · 2 negative

1. Salim IsmailNegativeJul 19, 2026· Moonshots with Peter Diamandis

   Kimi K3 could reduce US frontier-model valuations by approximately 75%.

   “I would say 75% drop. So if you OpenAI was worth a trillion bucks, I'd put it at 250 billion.”

   Listen at 1:48:40

   Open the episode · Urgent Update- AI Sputnik Moment: Kimi K3 Released w/ Emad Mostaque | Ep. 272
2. Dave BlundinNegativeJul 19, 2026· Moonshots with Peter Diamandis

   Large US model providers will probably remain closed source.

   “I don't think the large US model providers will go open source.”

   Listen at 1:50:04

   Open the episode · Urgent Update- AI Sputnik Moment: Kimi K3 Released w/ Emad Mostaque | Ep. 272

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.