Kimi isn't a threat, but a catfish effect for open-source AI: The start of ecosystem restructuring

The release of Kimi K2.5 has once again plunged Silicon Valley into anxiety over Chinese AI. But in my view, rather than being an escalation of geopolitical tech rivalry, it is a clear signal: the competitive logic of open-source AI is shifting from a "capability race" to an "ecosystem efficiency race." Moonshot AI's move is essentially using engineering advantages to redefine the delivery standards for open-source models.