Nathan Lambert· @natolambert · X·· 2026-05-07精选AI 评分76
AI 导读
作者盛赞访问Moonshot AI（月之暗面）的体验极佳。其旗下产品Kimi正以超200亿美元的投后估值完成新一轮约20亿美元融资，由美团龙珠领投。公司在2025年前六个月融资总额超39亿美元，估值较去年11月增长约4倍，成为中国累计融资额最高的AI初创公司。其年度经常性收入在短期内从1亿美元快速增长至超2亿美元，付费订阅和API使用量均在加速。
推荐理由
月之暗面这轮融资直接把国内AI格局拉到了新高度，AR从三个月1亿跳到2亿美金，加上Nathan Lambert站台，这家公司不再是“中国另一家大模型”了。
正文 · 原文
Visiting the Moonshot office was amazing, right up there with the best vibes of any AI company I’ve visited in the US or China. Deserve this raise.
Just published an exclusive on LatePost. A few highlights: - Kimi (Moonshot AI) is closing a new $2B funding round at a $20B+ post-money valuation — led by Meituan Dragonball（美团龙珠）, with China Mobile and CPE（中信产业基金）among participants. Dragonball alone put in $200M+. - This comes after Kimi already raised three rounds in Jan-Feb 2025 ($500M, $700M, $700M). In under six months, total raised exceeds $3.9B. Valuation is up 4x from ~$4.3B in November 2025. - Kimi is now the most-funded Chinese AI startup, with cumulative raises surpassing ¥376B RMB — ahead of MiniMax (~¥150B) and Zhipu (~¥130B).（DeepSeek’s first-ever funding round is currently underway.） -ARR hit $100M in early March and grew to $200M+ by April, per Wang Xinyu, partner at Meituan Dragon Ball. Both paid subscriptions and API usage are accelerating.🧵在 X 查看被引用的帖子
来源：Nathan Lambert · x.com