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Peter Elstrom
Bloomberg News (executive editor, global technology)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Reasoning: Moonshot's Kimi K3 'outstrips most of the frontier models on many parameters, except for the two leading ones from anthropic and open AI' @0:46, and cheap open-source Chinese models mean 'there may be some pricing pressure on what they're able to charge their customers' @1:39.
“as we see open AI and anthropic try to go public in the near future, both of them want to get valuations that are above a trillion dollars each. That may be a little bit more challenging today.”
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