Tommy
@Shaughnessy119
Early Stage Investor | Founding Partner @Delphi_Ventures | Co-Founder @Delphi_Digital | Host @PodcastDelphi | My Opinions
参加 November 2013
4.1K フォロー中 68.9K ファン
This happened
Over $20m in revenue and you need a license to serve Kimi K3
Prediction: Within 12 months Chinese Model companies (GLM, DeepSeek, Minimax) partner with U.S. inference providers to serve their new closed models
China goes closed source
China model companies need money (Zhipu at 1300x sales)
U.S. users don’t trust China APIs
Win/win
もっと見る
