Comment by Balinares

Speculating: there are two connected businesses here, creating the models, and serving the models. Outside of a few moneyed outliers, no one is going to run this at home. So at worst opening this model allows mid-sized competitors to serve it to customers from their own infra -- which helps Kimi gain mindshare, particularly against the large incumbents who are definitely not going to be serving Kimi and so don't benefit from its openness.

Given the shallowness of moats in the LLM market, optimizing for mindshare would not be the worst move.