Comment by sofixa
12 hours ago
You're actually reinforcing my point. Models are interchangable and easy to switch between to adjust based on needs and costs. That means that no individual model / model provider has any sort of serious moat.
If tomorrow Kimi release a model better at something, you'd switch to it.
It's likely that Chinese models will get regulatory knee-capped at some point, and the domestic labs all have pretty common costs they need to make up. This creates an environment where they match each other as prices climb. Unless Google/Meta suffocates the startups since they have actual cash flow that is non-AI.
Sure you can go local, but lets be real, that would be <1% of users.
Yes, in that sense, technically correct.
I postulate in practice this won't matter since the space of use cases is so large if Kimi released the absolutely best model at everything they wouldn't be able to serve it (c.f. Mythos).