THE OPEN-WEIGHT UNBUNDLING

Summary from the TLDR Founders newsletter

Kimi K3 is the latest in a series of open-weight models. Open-weight models are estimated to be used in 80% of startups. They represent 25% to 50% of the volume across major platforms like OpenRouter and Vercel. The gap between frontier and open-weight performance has compressed to 4 to 6 months and appears to be shrinking.