In partnership with
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…
Find your customers on Roku this Black Friday
As with any digital ad campaign, the important thing is to reach streaming audiences who will convert. To that end, Roku’s self-service Ads Manager stands ready with powerful segmentation and targeting options. After all, you know your customers, and we know our streaming audience.
Worried it’s too late to spin up new Black Friday creative? With Roku Ads Manager, you can easily import and augment existing creative assets from your social channels. We also have AI-assisted upscaling, so every ad is primed for CTV.
Once you’ve done this, then you can easily set up A/B tests to flight different creative variants and Black Friday offers. If you’re a Shopify brand, you can even run shoppable ads directly on-screen so viewers can purchase with just a click of their Roku remote.
Bonus: we’re gifting you $5K in ad credits when you spend your first $5K on Roku Ads Manager. Just sign up and use code GET5K. Terms apply.