Day after day, one step at a time: Why can Kimi build K3? Yang Xinyu lists four sins among its peers
โ Arrogance: Veteran teams believe the AI war is over and that theyโve already won.
โก Impatience: Young labs lack solid fundamentals, and when they canโt keep up, they quickly pivot.
โข Cowardice: Their strength isnโt weak, but theyโre afraid to set their sights on being #1 in the industry.
โฃ Misaligned goals: Everyone is fighting for personal credit, and no one truly cares whether the company can build AGI.
Yang Xinyu says whatโs most different about the Dark Side of the Moon is that the founding team still has an intense drive to pursue AGI.
He also shared โKimiโs Five Preceptsโ:
- Model companies should build models
- Do Research and publish papers through experiments
- When training models, look at metrics
- Donโt force it if it doesnโt work
- Donโt YOLO
In plain terms: tell fewer stories, do more experiments. Train by data, stop failing fast, and donโt rely on intuition to place big bets.
These four sins and five precepts are really about the same thing: most AI companies fail because theyโre too eager to be โthe boss,โ not because theyโre determined to โdo the right work.โ Kimiโs differentiation isnโt that itโs smarterโitโs that itโs more restrained.
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