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But.. if you are running Chinese model in the US, what difference does it make? Isn't the whole "scare" (khm khm) with Kimis is that now I don't need Claude, cause I can run Kimi on my own hardware in my own datacenter and it's maybe not as good as Claude July edition but it's is as good as Claude January edition.


It doesn't need to be as good. You can route to the appropriate model and save so much money.

I have sonnet do the thinking, deepseek does all the tasks. I've massively reduced costs with this approach.


Sure, and I think that flexibility further undercuts his "frontier labs will be fine" take, which depends on top US labs having pricing power.




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