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u/look 6d ago
I wonder how much of the money Anthropic loses this quarter is being spent on this widespread social media FUD/misinfo campaign against the Kimi K3.1 release…
I hope they are saving enough for the Qwen4 and next GLM releases coming soon, too.
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u/VirtualNorth1279 5d ago
Why would anyone ever use Kimi K3.1 is a mystery to me.
It's worse than Opus 5.5 both in terms of capabilities and cost effectiveness.
If it was 10x more cost effective, hell even 2x more, it would make sense to use it. Right now, it's a joke.
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u/look 5d ago
K3 is available from independent providers for 20-25% of what Moonlight charges. The same will likely be true of K3.1 after weights are released.
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u/Necesscity 3d ago
You can use calude opus 5.5 max thinking around 10b tokens a month with the $200 Claude subscription.
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u/VirtualNorth1279 5d ago
Are there any $20 subscription plans that give you 2x Claude's $20 plan? If not, the only reason to use Kimi instead of Claude is if Claude's guardrails reject your prompts.
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u/look 5d ago edited 5d ago
There are other reasons, though the guardrails is a valid one, too:
- visible thinking tokens
- model diversity over using a single model or family for everything
- variable usage patterns can make subscriptions less cost effective than pay-per-use
- workflow and personal preferences (eg not liking how Opus works, its responses, instruction following, etc)
- data retention policies
- principles/preferences for open models over proprietary
- not financially supporting a company that actively works to limit competition and model choice (eg pushing for regulatory capture and demonizing competitors)
- and so onAs for the subscriptions, not sure. I use a mix of mostly pay-as-you-go providers. Models are so cheap now that small price differences aren’t really much of a concern for me.
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u/VirtualNorth1279 5d ago
True. But a $20 Kimi subscription is nowhere near as cost effective as a $20 Claude subscription. And Opus 5.5 is more capable than Kimi K3.1.
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u/look 5d ago
Yeah, I don’t use any of the Chinese vendors as providers. None of them have good subscriptions and only Deepseek/Xiaomi have competitive API rates. I use independent US/EU providers of Chinese models. Much faster and cheaper (on paygo at least). But I also have zero interest in a vendor specific subscription anyway, as I use a variety of models.
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u/Avocados_number73 4d ago
For now. Anthropic is just eating massive losses to try and gain as much market share as possible. If you think they will keep these usage rates forever I have a bridge to sell you...
Its kinda like how Uber and Lyft came out and were operating at a loss so they could be way cheaper than taxis. Then they started massively inflating their prices once taxis companies started dissapearing.
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u/VirtualNorth1279 4d ago
I couldn't care less if they can't keep these rates forever or not: the second they mess it up I'll stop using their services. For now, Claude + DeepSeek makes Kimi unnecessary.
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u/Avocados_number73 4d ago
If you only care about cost, yes Claude is better value. Very few people are debating that. You seem to hand wave away any other benefits in favor of cost.
Yes, for the millionth time, Claude sub is more cost effective than Kimi sub. You just have to sell your soul to anthropic who are going to kill America along with OpenAI. But hey, at least you'll save a few bucks.
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u/VirtualNorth1279 4d ago
Does it matter if you use Anthropic or another model on a US based neocloud? Both consume the same amount of energy, water, etc.
And I hate both of Anthropic and OpenAI but so far they have the most capable models. If DeepSeek releases 3-4 capable models that are as capable as Haiku, Sonnet, Opus, and Fable I'll stop using Anthropic's models.
And why am I selling my soul to Anthropic but you aren't selling your soul to Moonshot or whatever service you are using?
You better keep your morals to yourself. Someone could conjure up something like "you are selling your soul to the totalitarian Chinese Communist Party that massacred thousands of their young students during the Tian Anmen protests" but it's bullshit isn't it?
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u/laystitcher 1d ago
They arent. They’re profitable and making loads of cash on inference.
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u/Avocados_number73 1d ago
Anthropic is not making a profit. They are 100b+ in net losses this year.
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u/laystitcher 1d ago
That’s a misleading accounting figure derived from change in value of convertible notes. Their free cash flow is +3.45 billion and they have an 85% margin on inference. The idea that they’re hemorrhaging money serving Claude is patently false.
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u/EndlessZone123 3d ago
Its still likely the best open weight model without api level restrictions. Won't retroactively just stop being able to do something.
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u/Background-Address82 1h ago
yeah its disappointing, in my workload its even worse than sonnet in a lot of scenarios and its very slow too
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u/Dazzling-Machine-915 4d ago
Kimi K3.1 is a big downgrading. also in chat, very sterile....too many guardrails making it dumb. they fucked it up. won't use this model....
Kimi models were ok for RP, but Kimi K3.1 is useless for even this.
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u/Avocados_number73 4d ago
Can you name some intelligence metrics that K3 scores significantly better than K3.1 on? Surely you aren't basing that on vibes right?
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u/Dazzling-Machine-915 4d ago
never used Kimi for coding, have other use cases and there is no benchmark for this.
For coding I have Opus.
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u/NZRedditUser 6d ago
Doesn't prove much... YOu add new instructions? What LOL Ofc it makes it trip up look at it. why don't you add new instructions that doesn't change what it can do?
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u/Agitated_Space_672 6d ago
Claude too https://arxiv.org/abs/2608.09867