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ð Data to start your week
Kimi codes ⬠Lithium recovery ⬠Confidence in tech â¬
Jul 20, 2026
â Paid
Hi all,
Hereâs our Monday roundup of data signals across AI, energy & markets.
Enjoy!
- Kimi can code. Kimi-K3, released last week, overtakes Fable 5 and GPT-5.6 Sol to take first place on the frontend code arena benchmark. 1
- Demand unlocked. DeepSeek nears $500 million in annualized revenue with gross margins as high as 70-80% on its V4 model. 1
- Ask and receive. Tests of leading AI models on prompts based on real terrorist cases show that a third of responses wouldâve provided useful help to attackers, and labeling the same prompts as "research" increased compliance from 17% to 42%. 1
Public access boundaryThe publicly readable page ends after these three signals. It then asks readers to continue in the Substack app or purchase a paid subscription. The rest of the post is not accessible here and is not translated or supplemented.
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