Tommy
@Shaughnessy119
Early Stage Investor | Founding Partner @Delphi_Ventures | Co-Founder @Delphi_Digital | Host @PodcastDelphi | My Opinions
加入 November 2013
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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
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