Comment by credit_guy
11 hours ago
I think it's the opposite.
Kimi K3 has 2.8 trillion parameters. We don't know the number of parameters of ChatGPT 5.6 or Opus 4.8, but it's probably in the same region. Fable/Mythos are rumored to be around 10 trillion.
So, K3 is directly comparable with ChatGPT 5.6 and Opus 4.8, and the price is not so much lower:
K3: $3/$15 per 1 Mtok input/output ChatGPT 5.6 Sol: $5/$30 Opus 4.8: $5/$25
This is not a watershed moment. It's a competitor converging to the same capability and trying to undercut your prices, but not by a lot.
As for the open weights? For now, Kimi K3's weights are closed, and I don't expect the situation would change.
> As for the open weights? For now, Kimi K3's weights are closed, and I don't expect the situation would change.
It'll change on July 27 (based on https://www.kimi.com/blog/kimi-k3):
> The full model weights will be released by July 27, 2026
July 27th. But I agree with you that this is just normal competition. The only threat this poses is to Anthropic. OpenAI is more than capable enough to out-compete, their pricing is already reasonable. Greedy Anthropic will do their very best to try and stop this though, because they want to maintain the status quo of ripping everyone off.
I’d also note that running a 2.8 trillion parameter model at scale efficiently is not simple. I would expect when open weights land getting it running fast, efficient, and at full capability will require sufficient resources it’ll be expensive outside of Chinese hosting. Which I think almost no western corporation would use for any internal work. You have to anticipate your use won’t just go towards training but will be actively mined for IP, trade secrets, MNPI, etc, or anything of use to the Chinese government or Chinese companies. I don’t say this to crap on the Chinese - but this is the playbook for the last 30 years.
That said I fully intend to use deepseek hosting for operational agents that are making decisions about non sensitive material. The economics are astounding.
Kimi? The economics aren’t that amazing to merit switching from 5.6. I expect fable will rapidly reappear in subscriptions. Competition is good.
Given how OpenAI got rid of their 5-hour limits and reset weekly limits so often, is Kimi really undercutting them on effective price?