The Open Source AI Model Beating GPT-5 on Agents
The AI Daily Brief: Artificial Intelligence News and Analysis
Nathaniel Whittemore
4.7 • 763 Ratings
🗓️ 11 November 2025
⏱️ 24 minutes
🧾️ Download transcript
Summary
Today on the AI Daily Brief, NLW explores the rise of Kimi K2 Thinking, a new open-source model from China that’s outperforming GPT-5 and Claude 4.5 Sonnet on agentic benchmarks—and doing it at a fraction of the cost. We’ll look at how this shift is changing the balance of power between closed and open models, why Silicon Valley startups are already adopting Chinese systems, and what it means for the next phase of the AI race. Plus: Meta’s new speech model, DeepSeek’s dire job-market warning, and CoreWeave’s data-center delays.
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Transcript
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| 0:00.0 | Today on the AI Daily Brief, meet the open source model that is outperforming GPT5 and basically everyone else when it comes to agentic performance. |
| 0:08.7 | Before that in the headlines, maybe vibe goading isn't dead after all. |
| 0:12.5 | The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. |
| 0:26.2 | All right, friends, quick announcements before we dive in. |
| 0:30.9 | First of all, thank you to today's sponsors, Super Intelligent, Robots and Pencils, Blitzy, and KPMG. |
| 0:37.2 | To get an ad-free version of the show, go to patreon.com.com slash AI Daily Brief, or you can subscribe on Apple Podcasts. If you are interested in sponsoring the show, and especially if you are hoping to get any Q1 placements, now is a really good time. Things are filling up fast. And I'm trying to map everything out. So if you are interested or thinking about sponsoring the show and you just want to learn about the opportunities we have, send us a note at sponsors at AI Daily Brief.A.I. Like I said, if you are hoping to get Q1 placement, now is a good time to reach out. Lastly, as I mentioned yesterday, we are now up over a thousand use cases contributed to the AI-R-OI benchmarking study. I am so appreciative of all of your help so far, and if you want your use cases included, as well as to get access to the full readout of all of this incredible AI-R-OI information, |
| 1:15.7 | go to ROIurvey.a.i. It'll be live for about another week and a half. With that, let's dive in. |
| 1:22.3 | Welcome back to the AI Daily Brief Headlines edition, all the daily AI news you need in around |
| 1:26.3 | five minutes. Apparently, |
| 1:28.2 | rumors of vibe coding's demise have been greatly exaggerated. Speaking with TechCrunch on Monday, |
| 1:33.3 | Loveable CEO, Antonio Ocica, said that the company is closing in on 8 million users, dramatic |
| 1:38.6 | growth from their 2.3 million active users back in July. Ocica claimed the company is now seeing |
| 1:43.5 | 100,000 new products |
| 1:44.8 | built on Lovable every single day. We didn't get a new revenue number, but Lovable crossed the $100 million |
| 1:49.7 | ARR milestone back in June, and there are currently rumors of new funding being raised at a $5 billion |
| 1:54.9 | valuation, which would almost triple their valuation from fundraising over the summer. |
| 1:59.1 | Now, part of the interview addressed a report |
| 2:00.8 | from Barclays in September, which showed that traffic to Lovable had dropped by 40% since a peak |
| 2:05.5 | in August. Oseka said that retention was still strong, with 100% net dollar retention, meaning |
| 2:10.8 | the average user spends more over time. Now, of the major vibe coding startups, Lovable might be the |
| 2:15.8 | one that's most focused on empowering non-coters. The platform not only enables easy prototyping, but is increasingly being used to deploy full products. If you've ever been on AIDailybrief.aI, for example, that is built, maintained, and hosted all with help from Lovable. Now, when it comes to where the company is focused, it follows from that same specialization. Oseka said the part of the engineering organization that we're moving the quickest on hiring is security engineers. He said that the goal is to |
| 2:38.8 | make building with lovable more secure than building with just human written code. Now, in terms of |
... |
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