Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis

from Threadguy Live · host Counterparty

The AI civil war goes public: OpenAI's new strategy hire calls for regulatory FUD on Chinese open source, Sacks fires back, and Kimi raises at 1/30th of the labs it just outbenchmarked. Plus AMC printing historic earnings right after the trade got away, a $960K Jensen jacket, the case that pump is priced horrifically wrong, and Tom Brady's legacy speedrun.

Episode metadata supplied by the publisher feed · Published Jul 20, 2026

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Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis

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