Breaking Down Kimi K3's Win Over Anthropic

**SPEAKER_1** (0:00)
Welcome to the podcast, we have a stacked line up today. Apple's lawsuit with OpenAI over their trade secrets is heating up, especially as there's an IPO coming this year, so we're gonna talk about what some of the negative repercussions on OpenAI are. And all of this is happening as Apple has just passed Nvidia as the most valuable company in the world, unseating them. Moonshot's Kimi K3 is looking to match OpenAI's Opus 4.8. Their valuation has hit $31.5 billion, and New York City's Hoshel, their governor, used AI to review every single rule in state law, but still decided to ban data centers. Google has renamed Notebook LM to Gemini Notebook and is adding code execution. And at the same time, an ex deep mind researcher has just raised $55 million at a $300 million valuation for a visual AI startup called Xlorian. Databricks also landed funding at a $188 billion valuation. We're getting into all of that on the podcast today. First, I wanted to tell you about the most exciting feature I have added to AI Box, which is an MCP, basically a connection that allows Claude or any other AI tool to get all the other AI tools inside of it. Particularly exciting for me is that I've added image generation inside of Claude.
You can also do audio and video, but image is what I'm really excited about. I've spent the entire day making a Facebook ad campaign, and every single ad I created with this tool was using the AI Box MCP. Essentially, what you do is when you're using Claude, all you have to do is say generate an image of XYZ. You can put the regular prompt you put into ChatGPT or something else, and just say use AI Box. Or it really just understands that that's a tool that can generate images, so you could just say generate an image of XYZ. Claude will go use your AI Box account, generate the image, pull it in, and open it right there in your Claude desktop so you can see the image inside of Claude. It feels magical, I'm not going to lie. And the thing that I love about it is that it can do multiple images simultaneously. So I work with Claude to come up with a template of an image that I like for the ad, but it needs images and little graphics inside of the ad, so I work on that, and then I'm like perfect, this looks great, and I make 20 different variations of this, change the title and headline and change these graphics, go use AI Box for all of that. So it uses AI Box to generate all the little images and graphics and pulls them in to its template it made, and it spits out 20 of them, and it does it in like a few seconds because it can do simultaneous image generation on AI Box. That is what I'm super excited about. If you want to try it out, it is aibox.ai/mcp.
Okay, let's talk about the lawsuit between Apple and OpenAI.
I think a lot of people are talking about this right now, particularly because the story broke that Apple has passed Nvidia to claim the world's most valuable company title. So now we have the biggest company in the world coming against OpenAI, which is looking to IPO soon. Apple hit a $4.88 trillion market value on Friday. And the reason for this isn't just Apple growing, but also Nvidia falling. Nvidia went down 3%, which basically ended their run as the top in the entire market, which they've been sitting there for quite some time. Apple's valuation, while it hit that, it surpassed Nvidia's valuation of $4.8 trillion. Nvidia shares fell, like I said, Apple's up 22% this year, and Nvidia has gained about 7%.
It's interesting because we're seeing, Nvidia that had such a good run for so long, and we're shifting out of that being the hottest segment, and a lot of Wall Street has rotated towards memory and infrastructure. Companies like Micron Technologies and Sandisk are becoming really popular.
And so, it feels like maybe Nvidia isn't just the hottest, sexiest company. Now, while this is happening, Apple is doing incredibly well in the stock market, and their lawsuit of OpenAI is pushing forward. They are alleging that OpenAI hired over 400 former Apple employees, and they misused trade secrets through their chief hardware officer. And of course, with the IPO that's coming up, this is something that OpenAI obviously doesn't want to have tarnishing their name. Apple named OpenAI's chief hardware officer in this whole complaint, and this is all happening at the same time that OpenAI has released their first piece of hardware. It is a $230 keyboard for Codex, their coding tool, which I have purchased by the way, so I'll give you guys a review when that comes in the mail. I'm actually really excited about that. Was it a spur of the moment purchase? Yeah, I actually saw the news drop that this thing was available, and I was covering it on the AI Hustle podcast, and like mid-podcast, Jamie starts talking and I'm like, yeah, I gotta buy this keyboard, because it said, well, supplies lasted. I knew the supplies were not gonna last, so I went and purchased it. Side note, OpenAI also released a basketball that they're selling, and it just looks like a weird gradient color basketball with the OpenAI logo on it. That also said supplies last. I just, I saw this, and that came out, I guess, a few hours ago. I went and looked, and that was already sold out. So the basketball and the keyboard are sold out, but it looks like OpenAI is making these physical products, which is kind of funny. Will this save them from their IPO woes? I don't think so.