Comment by kelnos

> As long as the models are open, the big cloud providers have strict advantage, because even if some open model gets ahead, they can just serve it from their infra

Why would I want to use it, though? If, say, Anthropic were to serve a hypothetical Kimi K5.0 from their infra, seems like they'd keep their pricing where it is. If I can use that same model from kimi.com/Kimi Code, for less money (which seems like a safe bet in this scenario), then I wouldn't use Anthropic's offering. Even if Anthropic did lower prices, I doubt they'd be able to match kimi.com/Kimi Code.

> ... and do it better than everyone else.

Why would you assume this? That doesn't follow. "Better" has diminishing returns, and all of these companies have impressively scaled up already, and will continue to scale further in the coming years. And, regardless, I would absolutely use someone else's infra if it cost, say, 20% less, even if inference was a bit slower, or I hit rate limits more often (not usage limits, rate limits).