Hi all,

Here’s our Monday roundup of data signals across AI, energy & markets.

Enjoy!

1. 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.

2. Demand unlocked. DeepSeek nears $500 million in annualized revenue with gross margins as high as 70-80% on its V4 model.

3. Ask and receive. Tests of leading AI models on prompts based on real terrorist cases show that a third of responses would’ve provided useful help to attackers, and labeling the same prompts as “research” increased compliance from 17% to 42%.

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