I would think that what might more rationally temper enthusiasm for AI IPOs would be the Chinese models, not just at today's capability levels (Kimi 3 = Opus 4.8), but more updates expected shortly. It's going to be the Chinese companies setting/capping prices for different capability levels, not Anthropic or OpenAI.
I would think that what might more rationally temper enthusiasm for AI IPOs would be the Chinese models, not just at today's capability levels (Kimi 3 = Opus 4.8), but more updates expected shortly. It's going to be the Chinese companies setting/capping prices for different capability levels, not Anthropic or OpenAI.