>Who is going to invest the trillion dollars into infrastructure needed to run the latest version of Kimi 3-5 years out

Everybody that is concerned about their data ownership and residency, and how the US political system is behaving right now. There is a huge incentive to cut off ties with API and subscription providers, especially those based in the US.

If you think Open AI can make hundreds of billions of dollars selling subscriptions for a chatbot I have a bridge you may be interested in.