Core Insights - The podcast "All in" highlights the competition between Chinese open-source AI models and American closed-source models, emphasizing the shift in demand towards models like Kimi K2 from China due to their superior performance and lower costs compared to OpenAI and Anthropic [1][3] - Chamath, founder of Social Capital, points out that while Anthropic is impressive, it is financially burdensome, indicating a trend where Chinese models are challenging the dominance of American counterparts in the AI space [1] Company Insights - Social Capital, a prominent venture capital firm, is actively transitioning its workload to Chinese AI models, particularly Kimi K2, which is noted for its strong performance and cost-effectiveness [1] - The podcast "All in," founded by influential Silicon Valley figures, has become a significant platform for discussing technology and investment trends, reflecting the growing interest in the capabilities of Chinese AI models [3]

苹果(AAPL.O)高级副总裁Cue：相信Perplexity和Anthropic可能会是选择。 ...