因为 Kimi @Kimi_Moonshot 过于诚信经营,已经快让老外看不下去了😂
月之暗面的 Kimi K3 发布 48 小时后,由于过于火爆,导致 GPU 被打满了,直接宣布暂停新用户订阅。
在官方公告贴下,老外开始反向给他出主意了:
“你们为什么不继续收钱呢?把最好的模型从套餐里抽掉,悄悄换个便宜的,用户又发现不了。干嘛跟钱过不去?”
看似出主意,实则阴阳其他一些 AI 大厂和中转站的基本操作。
更常见的做法大家应该都体验过:付着同样的钱,突然觉得回答变蠢了,以为是自己的问题,其实是后台换了个便宜模型。
目测 Kimi 的鲶鱼效应还得搅动一阵子,逼着 AI 模型厂商们在竞争中不断降价提量,最终受益的还是我们。
Kimi K3 cooked so hard it's melting their GPUs.
The easy move: quietly downgrade the model for everyone and hope nobody notices.
Kimi's move: stop selling new subs entirely so existing users keep the full experience.
Choosing to turn away money to protect the people already paying you.
Kimi admits it is compute constrained, and is struggling to serve K3. The same thing happened to DeepSeek when it released v4. When Chinese AI labs say their #1 constraint is compute, they aren’t lying. They don’t have enough chips to serve the model at scale to customers.
If we stop China from buying, smuggling, or remotely accessing AI chips, it will be harder for them to either make advanced AI models or serve them at scale. But instead we are selling them the compute capacity they need most, and have also loosened restrictions on smuggling and remote access. We are making it easier for China to catch up, and are acting surprised when they release good models. In reality, models like K3 are made with and run inference on US chips - and are the direct result of the weakening and non-enforcement of our export control policies.
The good news is if we start closing loopholes in our export control policies and enforcing them more vigorously, we can still constrain China’s future AI capabilities. But this is the consequence of our non-serious approach to export controls over the last 18 months.
Open Source AI updates :
> GLM-5.2 ✅ Almost Opus-level
> Kimi-K3 ✅ Almost Fable-level
> Qwen-3.8 🔜 2.4T, Expected to beat Opus
> Deepseek V4 GA 🔜 $0.0028/M Expected to beat Opus
> Minimax-M3-Pro 🔜 3T, Expected to be Fable-level
> GLM-5.5 🔜 Expected to beat Opus
Holy