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Kimi, Crude, & Carney: Rabobank Sums Up The Geopolitical Chaos

Kimi, Crude, & Carney: Rabobank Sums Up The Geopolitical Chaos Authored by Molly Schwartz, Rabobank cross-asset macro strategist, Trading Playbooks The advancement of one of China’s AI models, Kimi, has sharpened attention on the latest US plans to counter China’s growing AI challenge. Kimi is reportedly more powerful than several US flagship models, though not yet as powerful what lies on the frontier. However, Kimi operates at a fraction of the cost per token. That cost advantage raises the competitive threat to US AI leadership more broadly, including for other leading firms...
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