LLM Weekly — W32: Kimi K3 and DeepSeek go fully open, Microsoft shows agent skills survive a harness switch

Moonshot published full Kimi K3 weights and DeepSeek shipped V4-Flash-0731 under an MIT licence — while Microsoft published evidence that the agent skills you built for Codex work in Claude Code. Lock-in is leaking from both ends at once.

China's labs gave the week away

Moonshot AI published the complete weights for Kimi K3, described as the first openly downloadable model of its class. DeepSeek put V4-Flash-0731 on Hugging Face under an MIT licence — the most permissive terms available, no use restrictions, no field-of-use carve-outs. MiniMax H3 and new AMD models landed in the same seven days. The practical upshot: a Western enterprise that wants a capable self-hosted model with no vendor relationship at all now most likely picks a Chinese one. That is a board conversation most boards haven't had.

Via AI Search and the Creators' AI digest.

OpenAI says 99.8% of its tokens are agentic

Circulating this week alongside a billion-user milestone: the claim that all but 0.2% of tokens OpenAI serves are consumed inside agent loops rather than human chat turns. It's self-reported, it came through the newsletter layer rather than a disclosure, and "agentic token" is doing enormous definitional work. But if it's even roughly right, the unit of consumption is now an agent run — and every per-seat licence, rate limit, and audit trail written for chat is mis-specified.

Via the Creators' AI weekly digest.

Microsoft's SkillOpt: agent skills are portable

Microsoft published work on optimising agent "skill" artifacts and found the optimised artifacts transfer both across model sizes and between two competing harnesses — Codex and Claude Code. This is the first real evidence that enterprise investment in agent scaffolding is durable rather than vendor-specific. It also quietly dismantles the lock-in story the agent vendors have been telling: if the artifact ports, switching cost collapses, and picking a lab becomes picking a lab for now.

Via MarkTechPost and The Neuron.

Meta ships Muse Code on a new model

Meta AI released Muse Code in beta — a terminal coding agent backed by a new model, Muse Spark 1.2. Meta had ceded the terminal-agent category to Claude Code and Codex CLI entirely; this puts it back in, and notably pairs a coding-tuned model with Meta's own harness rather than shipping weights and hoping someone builds the surface. Details are thin: this surfaced as a release signal, not a benchmark drop.

Via MarkTechPost.

Millennium is building a risk analyst on Claude

Anthropic published a joint case study with Millennium, one of the largest multi-strategy hedge funds in the world, describing an AI-powered digital risk analyst built on Claude. Risk is the most conservative seat in the most conservative corner of finance — a named deployment there does more procurement work than a hundred pilots. It landed the same week CBA flagged roughly $1B in suspected fraud, which makes financial-crime detection look like the first genuinely mandatory enterprise LLM workload.

Via Anthropic and Capital Brief.

Next week, two things to watch: third-party benchmarks on Claude Fable 5, whose first 48 hours produced plenty of hands-on impressions and no published evals — and whether any Western lab answers an MIT-licensed release of that calibre. So far the permissive-licence race has exactly one set of runners.

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