Its a margins game. If its too cheap to run, its not worth the investment.

The cost to run Kimi is the cost of the GPUs (+ overhead of hiring humans for now to manage it). Kimi K3 does not change the demand curve for LLMs, it only changes the possible suppliers — and they're all competing for the same supply-constrained resource, which is GPUs in datacenters. Regardless of who is serving the model, or how, they're going to need to rent or buy GPUs in datacenters. Hence: this is great for datacenters.

That makes no sense, Terry.