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@otmar@infosec.exchange

Post #4133971

2026-07-27 09:46 UTC

"Open weights compress margin at the model layer and move value to the infrastructure layer. Simply speaking it is getting very hard to justify high prices for LLM APIs and the infrastructure becomes much more important." https://msukhareva.substack.com/p/is-kimi-k3-really-distilled-from I see no chance that OpenAI/Anthropic will be able to pay back their debt if they can't stay miles ahead of open models.

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