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This is all a bit theoretical. When Kimi weights go public, we'll have an interesting conversation about unit economics vs V4. I suspect that V4 wins …
This is all a bit theoretical. When Kimi weights go public, we'll have an interesting conversation about unit economics vs V4.I suspect that V4 wins *crushingly* on anything below GB300 NVL72 (and there too, if less so), and the only argument for Kimi is that it's a better modelFUNDA: I agree with your core point: from