๐ Data to start your week๏ฝKimi-K3 ็ผ็ ใDeepSeek ๆถๅ ฅไธ AI ๅฎๅ จๆต่ฏ๏ฝ่ฑๆๅๆ + ไธญๆ็ฟป่ฏ
Exponential View 2026 ๅนด 7 ๆ 20 ๆฅๅ ฌๅผๅ ๅฎน็่ฑๆๅๆไธไธญๆ็ฟป่ฏ๏ผๆถต็ Kimi-K3 ็ผ็ ๆๅใDeepSeek V4 ๆถๅ ฅๅ AI ๅฎๅ จๆต่ฏ๏ผไป่ดนๅขๅ็ๅ ๅฎนๆ็กฎ็็ฉบใ
English original
๐ Data to start your week
Kimi codes โฌ Lithium recovery โฌ Confidence in tech โฌ
Jul 20, 2026
โ Paid
Hi all,
Hereโs 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 wouldโve 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.
ไธญๆ็ฟป่ฏ
๐ ๅผๅงๆฐไธๅจ็ๆฐๆฎ
Kimi ็ผ็ ่ฝๅไธๅ๏ผ้ๅๆถไธๅ๏ผๅฏน็งๆ็ไฟกๅฟไธ้
2026 ๅนด 7 ๆ 20 ๆฅ
โ ไป่ดนๆ็ซ
ๅคงๅฎถๅฅฝ๏ผ
่ฟๆฏๆไปฌๅจไธๅๅธ็ๆฐๆฎ็ฎๆฅ๏ผๆฑๆป AIใ่ฝๆบๅๅธๅบ้ขๅ็ๆฐๆฎๅๅใ
็ฅ้
่ฏปๆๅฟซ๏ผ
- Kimi ไผๅไปฃ็ ใ ไธๅจๅๅธ็ Kimi-K3 ่ถ ่ฟ Fable 5 ๅ GPT-5.6 Sol๏ผๅจ Frontend Code Arena ๅบๅๆต่ฏไธญๆๅ็ฌฌไธใ1
- ้ๆฑ่ขซๆๅผใ DeepSeek ็ V4 ๆจกๅๅนดๅๆถๅ ฅๆฅ่ฟ 5 ไบฟ็พๅ ๏ผๆฏๅฉ็ๆ้ซๅฏ่พพ 70% ่ณ 80%ใๅๆไฟ็ไบใๆ้ซๅฏ่พพใ่ฟไธ้ๅฎใ1
- ๆๅบ่ฏทๆฑ๏ผๅฐฑ่ฝๅพๅฐๅธฎๅฉใ ๅฏนๅบไบ็ๅฎๆๆไธปไนๆกไปถ่ฎพ่ฎก็ๆ็คบ่ฏ่ฟ่กๆต่ฏๅ๏ผ้ขๅ AI ๆจกๅ็บฆๆ ไธๅไนไธ็ๅ็ญๅฏไปฅไธบๆปๅป่ ๆไพๆ็จๅธฎๅฉ๏ผๆๅไธๆนๆ็คบ่ฏๆ ๆณจไธบใresearchใๅ๏ผๆจกๅ็ๆไป็ไป 17% ไธๅๅฐ 42%ใ1
ๅ ฌๅผๅ ๅฎน่พน็ๅ ฌๅผ้กต้ขๅจไปฅไธไธๆกๆฐๆฎไนๅๅๆญข๏ผ้ๅๆ็คบ่ฏป่ ๅจ Substack ๅบ็จไธญ็ปง็ปญ้ ่ฏป๏ผๆ่ดญไนฐไป่ดน่ฎข้ ใๅ็ปญๆญฃๆๅจๅฝๅๅฏ่ง่ๅดไนๅค๏ผๆฌๆไธ็ฟป่ฏ๏ผไนไธ่กฅๅใ
ๅๆ๏ผ๐ Data to start your week
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