Mixture of Experts Kimi K2, DeepSeek-R1 vibe check and Google’s data center investments
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Jul 18, 2025 Join Chris Hay, a Distinguished Engineer, Kaoutar El Maghraoui, a Principal Research Scientist, and Abraham Daniels, a Senior Technical Product Manager, as they explore the launch of Kimi K2, a game-changing AI model. The trio dives into a comparative analysis with competitors like Claude and GPT-4, discussing the implications of Google's $25 billion investment in AI infrastructure. They also reflect on the evolution of DeepSeek-R1 and consider the transformative role of AI in scientific research, highlighting the challenges and opportunities that lie ahead.
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Kimi K2 Benchmark Caution
- Kimi K2 is an impressive open source trillion-parameter model but its superiority over Claude and GPT-4 is not conclusively proven.
- Benchmark claims should be taken cautiously until real-world applications and independent community validation emerge.
Kimi K2 Coding Strengths
- Kimi K2 is the best open source coding model but still falls short of Claude's coding accuracy in real-world scenarios.
- Their focus on planning and tool use targets agentic behavior but reasoning capability is still lacking.
Open Source Drives Cost Strategy Shift
- Open source models like Kimi K2 shift AI cost from API fees to predictable infrastructure expenses.
- Businesses may adopt hybrid strategies, using proprietary models for complex tasks and open source models for bulk workloads to optimize costs and control.