X · @teortaxesTex
· X / Twitter
we don't know enough about infra side, but I think Kimi's margins are a bit fatter than DeepSeek's, they are VERY supply-constrained, and objectively …
we don't know enough about infra side, but I think Kimi's margins are a bit fatter than DeepSeek's, they are VERY supply-constrained, and objectively they could well afford to serve it at ≈$6.It's on the Sol-high to xhigh line.wh: This is the most important plot of all the benchmarks. Cost per intelligence, on average,