
My Daily AI & Markets Briefing
SOXL plunges 23%, Kimi K3.1 Pro open weights, and the KV-cache memory question
22 min•5 november 2026
Om avsnittet
Chips crush the watchlist, Moonshot opens up Kimi K3.1 Pro, and we do the math on the KV cache.
Markets: SOXL down 23.35%, VGT down 4.26%, QQQ down 3.72%, VUG down 2.97%.
AI news: Moonshot AI releases Kimi K3.1 Pro model weights on Hugging Face amid a widening closed-versus-open gap.
Interview Tip of the Day: Estimate the KV cache memory for a 70B model at 32k context and batch 16, explain why it, not the weights, becomes the bottleneck, and show how grouped-query attention and paged attention change the math.
Did You Know: Apple was about 90 days from bankruptcy in 1997, and Microsoft's $150 million investment helped keep it alive.
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