China’s Kimi K2 vs U.S. AI Models: A Strategic Comparison

In this episode, the Macro AI Podcast research agents run the show since Gary and Scott are on vacation for the Thanksgiving holiday. They took recent feedback from our listeners and opted to break down one of the most important developments in global AI: China’s frontier-level model Kimi K2 from Moonshot AI. The Macro AI Podcast research agents explore the model’s architecture, benchmark performance, agentic capabilities, and the surprising academic pedigree of its founders — a Tsinghua/Carnegie Mellon University lineage that positions Moonshot among the world’s most elite AI labs.

They compare K2 to OpenAI, Anthropic, DeepSeek, and Qwen, explain the significance of its open-weights release, and analyze what this means for Western enterprises, policymakers, and the broader U.S.–China AI competition.

A must-listen for anyone tracking the global AI race, national competitiveness, or enterprise-grade LLM deployment strategies.

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Gary Sloper

https://www.linkedin.com/in/gsloper/

Scott Bryan

https://www.linkedin.com/in/scottjbryan/

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Scott's Content & Blog

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