Kimi K3 and Qwen 3.8 prove open models can reach the frontier. Why the economics of frontier labs favor infrastructure owners — and why Anthropic's model-only position risks unravelling.
Not really, while it’s supposed to be released on the 27th, you need massive hardware to run it. So, it won’t be useful to individuals. The problem from Anthropic perspective is that other providers will be able to run Kimi at that point. Moonshot has already closed subscriptions because they’re at capacity, so they actually benefit from more companies running and offering Kimi since they can only serve so many requests themselves. On the other hand, Anthropic has to foot the bill for every instance of Claude themselves.
Not really, while it’s supposed to be released on the 27th, you need massive hardware to run it. So, it won’t be useful to individuals. The problem from Anthropic perspective is that other providers will be able to run Kimi at that point. Moonshot has already closed subscriptions because they’re at capacity, so they actually benefit from more companies running and offering Kimi since they can only serve so many requests themselves. On the other hand, Anthropic has to foot the bill for every instance of Claude themselves.
Thanks a lot, that’s a really good summary!