Kimi weights could turn the debate into hardware economics versus V4

teortaxesTex · x · 2026-07-25

• The post argues that once Kimi weights become public, the conversation will shift to unit economics versus V4.
• It claims V4 likely wins decisively on hardware below GB300 NVL72, and maybe even there, while the only strong case for Kimi is that it is the better model.
• The attached quote discusses Kimi’s hybrid linear-attention design and suggests the real debate is about decode-path efficiency, KV fetch overhead, and scalability on expensive hardware.

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