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…
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