Comment by 0xbadcafebee

Qwen is Alibaba. Alibaba rents hardware to Moonshot. So Qwen always has the option of cheaper hardware. Qwen might also break even on inference as competitive advantage since Alibaba has wider pockets. Alibaba also owns a 36% stake in Moonshot, which must make pricing discussions interesting... but then again Google rents hardware to OpenAI and Anthropic.