US AI models cost less to use than Chinese rivals as context becomes the bottleneck

AlphaSense research finds that despite higher per-token prices, US models from OpenAI and Anthropic are actually cheaper in total cost than Chinese rivals like Kimi, because context assembly consumes massive tokens. The real bottleneck in finance and business research has shifted from model intelligence to context acquisition.

2026-08-14 ~ 2026-08-15 · 3 related posts