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The Big Sip
Image: Kimi
The take: Moonshot built a top AI model for $4.6 million. OpenAI just raised $6.6 billion.
What happened: Moonshot AI released Kimi K2 Thinking on November 6th. It scored 44.9% on Humanity's Last Exam and 60.2% on BrowseComp. That beats GPT-5 and Claude Sonnet 4.5.
Why it matters: Everyone keeps saying you need billions of dollars to build good AI. Moonshot just proved you don't. Their model costs $2.50 per million tokens. OpenAI charges $15 for the same thing. Companies are noticing.
What to watch: How many businesses dump their expensive AI contracts for the cheaper one that works better? Also, watch how fast the big companies start saying, "Well, actually, benchmarks don't tell the whole story."
[Analysis] VentureBeat, 6 Nov
K2 achieved 60.2% on BrowseComp (GPT-5 managed 54.9%, Claude 4.5 achieved 24.1%), 71.3% on SWE-Bench Verified, and 44.9% on Humanity's Last Exam.
Silicon Valley VCs call it “disruptive.” Your wallet calls it “about bloody time.”
Sponsor Break
Before we jump into today’s brew, here are some words from today’s sponsor…
Shoppers are adding to cart for the holidays
Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.
Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.