{"podcast":{"title":"Limitless: An AI Podcast","slug":"limitless-an-ai-podcast-7326914","podcast_index_feed_id":7326914,"rss_url":"https://feeds.transistor.fm/limitless","website_url":"https://limitless.fm/","image_url":"https://img.transistorcdn.com/0ES8eRUVkv4Rn7SlH_5W_rzp8P7REcmwLOfVDFZjfrE/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.jpg","author":"Limitless","episode_count":210,"summary":"Exploring the frontiers of Technology and AI","last_synced_at":"2026-07-25T02:17:58.191171+00:00","page_url":"https://stenobird.com/podcast/limitless-an-ai-podcast-7326914"},"episode":{"title":"AI Bubble Update: Kimi K3 Sends China into Chaos","slug":"ai-bubble-update-kimi-k3-sends-china-into-chaos","published_at":"2026-07-21T12:49:02+00:00","page_url":"https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/ai-bubble-update-kimi-k3-sends-china-into-chaos","show_page_url":"https://stenobird.com/podcast/limitless-an-ai-podcast-7326914","url":"https://share.transistor.fm/s/98cf9a35","audio_url":"https://media.transistor.fm/98cf9a35/99e3cac5.mp3","summary":"We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. The real question: does it signals a real shift in the AI race between the U.S. and China? And who will the biggest winners be: model labs or the compute and infrastructure providers? ------ 🌌 LIMITLESS HQ ⬇️ EMAIL US: info@limitless.fm NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Kimi K3 Shakes Markets 0:49 Open Source Disruption 2:54 China’s AI Message 5:22 Demand Outstrips GPUs 8:59 Open Source Backlash 13:58 The Bubble Debate 17:38 Infrastructure Wins Long Term 22:36 Breakthroughs Still Loom 24:48 Outro and Updates ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.","meta_description":"We discuss Kimi K3, a new Chinese open-source model that sparked a sharp selloff in AI and tech stocks. The real question: does it signals a real shift in…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1539,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/ai-bubble-update-kimi-k3-sends-china-into-chaos/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/ai-bubble-update-kimi-k3-sends-china-into-chaos.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}