0. Where This Series Sits
“Speculative Decoding Notes” covered how to run existing LLMs faster; “Multimodal Decoding Notes” covered how a model perceives and acts on the world. Both lines converge on one question: where did model architecture itself get to, in 2026?
Three frontier models launched in 2026 — Kimi K3, MiniMax M3, DeepSeek V4 — form a natural controlled experiment: they face the same engineering problem but give three different answers. This series takes them apart “step by step,” then puts the trend back together at the end.
Roadmap: (1) Overview & roadmap → (2) Kimi K3: dual evolution of attention and MoE → (3) MiniMax M2.7→M3: the leap of sparse attention → (4) DeepSeek V4: extreme compression and efficient training.
1. A Triangle: Long-Context × Efficiency × Scale
To understand the three, first set up an “impossible triangle”:
- Vertex A · Long context (1M tokens): let the model “read a whole book / a whole codebase / a long tool-call history.”
- Vertex B · Efficiency (low KV, low per-token compute): as context grows and models get bigger, attention and KV-cache cost explodes quadratically.
- Vertex C · Scale (trillion-MoE): to raise capability you must stack 1T+ params, which is expensive to train and serve.
The naive approach (standard softmax attention + dense model) sits in the center and reaches none of the vertices — long context OOMs, big models burn money. All three break the deadlock by reshaping attention + going MoE, just with different levers:
Long context (1M)
/ \
Redesign Compress
attention attention
| |
Kimi K3 | DeepSeek V4
(KDA+MLA) | (CSA + HCA)
\ /
Sparse attention
MiniMax M3
(MSA)
\ /
Scale (MoE)
2. The Three Routes at a Glance
| Model | Released | Core lever | Context | Scale | Open |
|---|---|---|---|---|---|
| Kimi K3 | 2026 | Redesign attention (KDA + Gated MLA 3:1) + Stable LatentMoE + native vision | 1M | 2.8T MoE | weights open |
| MiniMax M3 | 2026-06 | Sparse attention (MSA) + native multimodal + computer use | 1M (M2.7 only 200K) | undisclosed (MoE) | weights open |
| DeepSeek V4 | 2026-04 | Compress attention (CSA + HCA) + Muon optimizer + OPD distillation | 1M (default) | Pro 1.6T / Flash 284B (MoE) | MIT open |
- Kimi K3 — “redesign attention”: Kimi Delta Attention (KDA) on top of Gated MLA (3:1 mix), plus Attention Residuals for stable training; MoE uses Stable LatentMoE (896 routed experts, 16 active), vision uses from-scratch MoonViT-V2 for native multimodality. Official: ~2.5× scale efficiency vs K2.5.
- MiniMax M3 — “sparsify attention”: on top of M2.7 (standard attention, 200K, text-only, API-only), swaps in MiniMax Sparse Attention (MSA); at 1M context per-token compute is ~1/20 of M2.7, prefill ~9× and decode ~15× faster; adds native multimodal (text+image+video) and computer use, and open-weights.
- DeepSeek V4 — “compress KV to the extreme”: CSA (Compressed Sparse Attention, 4-token KV blocks + top-k) + HCA (Heavily Compressed Attention, 128×) hybrid, plus a 128-token uncompressed sliding-window branch; at 1M per-token compute ~27% of V3.2, KV cache ~10%; training swaps in the Muon optimizer for AdamW and uses OPD (On-Policy Distillation) of domain experts.
3. The Progressive Roadmap
The series is deliberately ordered by “strength of attention modification,” light to heavy:
- (2) Kimi K3: add a delta term (KDA) on MLA, mix MLA and a gate at 3:1 — “gentle attention change + redo MoE/vision,” easiest to read, good entry point.
- (3) MiniMax M2.7→M3: first see M2.7’s standard-attention baseline, then how M3 sparsifies it — a live demo of dense→sparse, the most直观 illustration of sparsity’s payoff.
- (4) DeepSeek V4: compress KV itself (CSA/HCA), then stack Muon, OPD, FP8/FP4 — most aggressive, heaviest engineering, saved for the finale.
Read in order and a主线 emerges: dense attention → sparse attention → compressed attention, and all three converge on “MoE + 1M context” as the shared destination.
4. The Series Thread & Investment View
The commonalities matter more than the differences:
- All go MoE + very long context: the dense-LLM era is essentially over; 1M context is the new baseline.
- All reshape attention, not just add hardware: the breakthrough is at the “attention mechanism” layer, not more GPUs.
- All open weights (MIT / Apache): frontier capability is being commoditized; differentiation shifts from “model capability” to “engineering, data, ecosystem.”
Investment view: the “Moore’s law of attention” (compute/KV per same context keeps dropping year over year) directly benefits inference cost reduction — every step down makes on-device / onboard real-time VLA and long-horizon Agents more feasible, exactly the cost inflection point for embodied AI and AI apps. Next: Kimi K3’s “redesigned attention,” taken apart model by model.
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