Kimi Might Have Higher Gross Margins
teortaxesTex · x · 2026-07-17
The post argues that Kimi's gross margin might be higher than DeepSeek's, but due to supply constraints, the platform could likely afford to push service prices down to around $6.
The author adds that this assumption is predicated on an incomplete understanding of infrastructure costs. Using comparison frameworks like "Cost per intelligence," they position Kimi between Sol-high and xhigh, noting its overall cost-effectiveness is highly competitive.
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