I was wondering how does Anthropic and likes keep competitive when Opus is ($5 / $25) 5x times more expensive compared to Kimi K2.6 ($0.7 / $3.4) or other Chinese models, while being only marginally better.
My theory is that US enterprise just can't send data to Chinese and that's understandable, but is that "the moat"?
My theory is that US enterprise just can't send data to Chinese and that's understandable, but is that "the moat"?