How Kimi K3 Is Reshaping AI Investing

Written by BloombergPublished Jul 20, 2026, 6:13 PM

China's Moonshot has reignited the AI race with its powerful Kimi K3 model. Crosslink Capital partner Mary D'Onofrio joins Bloomberg to discuss whether more efficient AI models are changing the economics of artificial intelligence, what it means for OpenAI and Anthropic, and where venture investors see the biggest opportunities across AI infrastructure and agentic software. She joins Ed Ludlow on "Bloomberg Tech."