# Moonshot's Kimi K3 Challenges OpenAI, NVIDIA's Physical AI Push in Japan Page: https://stenobird.com/podcast/ai-convo-cast-7218040/moonshot-s-kimi-k3-challenges-openai-nvidia-s-physical-ai-push-in-japan Text version: https://stenobird.com/podcast/ai-convo-cast-7218040/moonshot-s-kimi-k3-challenges-openai-nvidia-s-physical-ai-push-in-japan.md Podcast: [AI Convo Cast](https://stenobird.com/podcast/ai-convo-cast-7218040) Published: 2026-07-20T09:53:34+00:00 Episode link: https://podcasters.spotify.com/pod/show/aiconvocast/episodes/Moonshots-Kimi-K3-Challenges-OpenAI--NVIDIAs-Physical-AI-Push-in-Japan-e3ma492 Audio file: https://anchor.fm/s/101530384/podcast/play/123064034/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-20%2Faef718e0-e8b4-87e9-be3f-3b7ecb12365a.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/ai-convo-cast-7218040/episodes/moonshot-s-kimi-k3-challenges-openai-nvidia-s-physical-ai-push-in-japan Duration seconds: 439 ## Resource In this episode, we discuss Moonshot's Kimi K3 open frontier model and what some are calling AI's second DeepSeek moment, as Chinese open-weight models pressure OpenAI, Anthropic, and other closed U.S. labs. We also break down NVIDIA's massive Noetra AI infrastructure project in Japan with Jensen Huang, the new Cosmos 3 Edge model for robotics, and the Cosmos Coalition featuring Sony, SoftBank, Hitachi, and Fujitsu. Plus, we cover Current AI, a nonprofit backed by the Ford Foundation, MacArthur Foundation, DeepMind, and Salesforce building a public option for AI infrastructure, and San Francisco ordering Apple and Google to purge nudify apps from their stores. https://www.aiconvocast.com Help support the podcast by using our affiliate links: Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkv Disclaimer: This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by Moonshot, OpenAI, Anthropic, NVIDIA, Google, DeepMind, Apple, Salesforce, Ford Foundation, MacArthur Foundation, or any other entities mentioned unless explicitly stated. The content provided is for educational and entertainment purposes only and does not constitute professional, financial, or legal advice. Affiliate links may earn the podcast a commission at no additional cost to you. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/ai-convo-cast-7218040/episodes/moonshot-s-kimi-k3-challenges-openai-nvidia-s-physical-ai-push-in-japan/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/ai-convo-cast-7218040/moonshot-s-kimi-k3-challenges-openai-nvidia-s-physical-ai-push-in-japan.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.