On the latest episode of Equity, we discussed why Moonshot AI's Kimi seemed to panic Silicon Valley and Wall Street.
Source: [TechCrunch](https://techcrunch.com/2026/07/26/making-sense-of-the-panic-over-chinese-ai/)
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Businesses that rely wholly on the major AI labs ultimately won't survive, Microsoft CEO Satya Nadella predicts.
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