Snapshot · Moonshots with Peter Diamandis
Salim Ismail estimated that KIMI K3's release, combined with US regulatory burden and open-source competition, has effectively reduced the value of US frontier AI labs by approximately 75%.
Where this was said
At 1:48:14 · chapter starts 1:41:30
The panel works through seven questions sourced from Diamandis's X post. Emad Mostaque on cost-effectiveness: KIMI K3 at $15/million tokens uses twice the tokens as GPT-5.6, but expects a 10–50x price drop as US inference providers optimize it for NVIDIA hardware [1] — Emad Mostaque "KIMI K3 price: $15/million tokens: KIMI K3 costs $15 per million tokens currently, compared to DeepSeek at $1, Sonnet at $20, Opus at $40, …" 1:46:55 . Salim Ismail on valuation: he maintains his estimate of 75% destruction from US frontier lab valuations, putting OpenAI at ~$250 billion from $1 trillion. Dave Blundin on open-source dynamics: large US model providers won't go open source, but KIMI K3 gives every enterprise a viable self-hosting path, accelerating the split between frontier-seekers (who pay Anthropic for Fable 5 to solve the hardest problems) and cost-optimizers (who self-host K3). Alex Wissner-Gross on US lab justification: the premise that valuations shrink due to K3 is fallacious — as with DeepSeek's original shock, Jevons paradox ultimately increases chip demand and total AI spend. On blocking K3: Wissner-Gross says it could be effectively constrained if corporations are required to disclose Chinese open-weight model use and face SEC-level scrutiny, but finds this highly undesirable. Salim Ismail dismisses blocking as futile — mirrors, peer-to-peer, VPNs make it trivially circumventable, and the only effect is denying American researchers and startups access.
KIMI K3 costs $15 per million tokens currently, compared to DeepSeek at $1, Sonnet at $20, Opus at $40, and Fable at approximately $60 per million tokens.
Emad Mostaque predicted that KIMI K3's inference cost of $15 per million tokens will drop by 10 to 50 times in the next few months as American inference providers optimize it for NVIDIA hardware.
Sam built Algrow from zero to $14,000 in monthly revenue within just six months of shipping his first MVP.
Algrow reached over 10,000 users in roughly six months, driven almost entirely by organic Discord community growth.
Sam acquired his first 400 users entirely through Discord communities, without paid advertising or traditional outreach.
Algrow added exactly 480 new paying customers in its most recent month, demonstrating strong ongoing growth.
Sam's Stripe dashboard showed over £10,000 in revenue in the last four weeks, equivalent to roughly $13,000–$14,000 USD.
Sam gave all early users free access so they could show the tool to friends, turning them into live demos and advocates who helped the product spread virally.
By silently screen-sharing his tool in Discord voice chats rather than posting links, Sam attracted curiosity without violating no-self-promo server rules.
Before building Algrow, Sam and two friends made over $10,000 in revenue through affiliate marketing for RizzApp by posting faceless texting story content.
Bhanu grew SiteGPT to $13,000 monthly recurring revenue entirely through organic channels, spending nothing on paid marketing.
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