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My Daily AI & Markets Briefing
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. Questions or feedback: [email protected]

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