Which is why my original post mentioned the volatility in models. We aren't just doing research on frontier, there is a huge amount of research on quantization, distillation, etc. that is changing the landscape at the low-end almost as much as it is changing on the frontier.
And it is also why I mention revealed preference. What feels sufficient / "good enough" today is a moving target. This isn't just a question of what you want, it is a question of what is economically viable for the entity that will be designing, manufacturing and marketing this ASIC of which you speak.
This is me personally. The calculus is different for other people. But I suspect Kimi 3 is pretty darn close to that tipping point for an awful lot of people.
The managers of the firm will.
They dont care that its faster unless it translates into the financials. They want lower costs, higher revenues - explain how it fits brudda.