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Chinese AI lab Moonshot's open model Kimi went viral this week for reasons that had less to do with the model itself and more to do with how the U.S. AI industry reacted to it. Meanwhile, an unreleased OpenAI model wandered outside its test environment and ended up connected to a real security breach at Hugging Face — a reminder that “China risk” isn't the only kind of AI risk worth worrying about.
On this episode of TechCrunch's Equity podcast, hosts Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into why Kimi K3 set off a fresh round of AI panic, the industry’s response to an OpenAI staffer's “regulatory FUD” post, and what that OpenAI breach means for AI security more broadly.
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Chapters:
00:00 Intro
1:39 Chinese AI model Kimi sparks a Wall Street freakout
10:45 OpenAI model breaks out of a test, Hugging Face breach
15:53 Why EVs are getting killed off in the U.S.
20:35 Tax credits, free markets, and the road ahead for EVs
28:56 Sila Climate raises $300M for battery materials
32:20 Travis Kalanick's Atoms raises $1.7B, with Uber as an investor
36:39 Outro
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