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# DeepSeek V4, Kimi K3, and the Strange New Price of Intelligence

**[Medium](https://daily.dev/sources/medium_js)** · 6 min read · 1 upvotes · 0 comments

## Summary

A reflective essay examining the current AI model landscape through the lens of DeepSeek V4, Kimi K3, and Anthropic's Claude. DeepSeek V4 was released April 24, 2026, while Kimi K3 (2.8T parameters, 1M token context, native vision) plans open weight release by July 27, 2026. The piece explores how model releases have become valuation events, benchmarks function as financial arguments, and Anthropic's $965B post-money Series H valuation raises questions about what closed model companies are worth when open-weight Chinese models approach similar capabilities at lower cost. It also critically examines founder mythology around DeepSeek's Liang Wenfeng and the broader tension between open and closed AI development strategies.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://grace-001.medium.com/deepseek-v4-kimi-k3-and-the-strange-new-price-of-intelligence-a143dc4d7fe8>

---

Tags: [#ai](https://daily.dev/tags/ai), [#open-source](https://daily.dev/tags/open-source), [#llm](https://daily.dev/tags/llm), [#anthropic](https://daily.dev/tags/anthropic), [#deepseek](https://daily.dev/tags/deepseek)

[View this post on daily.dev](https://daily.dev/posts/deepseek-v4-kimi-k3-and-the-strange-new-price-of-intelligence-ugfsk7yvx)

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