You're actually reinforcing my point. Models are interchangable and easy to switch between to adjust based on needs and costs. That means that no individual model / model provider has any sort of serious moat.
replyIf tomorrow Kimi release a model better at something, you'd switch to it.
Yes, in that sense, technically correct.
replyI postulate in practice this won't matter since the space of use cases is so large if Kimi released the absolutely best model at everything they wouldn't be able to serve it (c.f. Mythos).