alt Hacker NewsAnthropic, OpenAI and Google have real user data that they can use to influence their models. Chinese labs have benchmarks. Once you realize this, it's obvious why this is the case.
You can have self-hosted models. You can have models that improve based on your needs. You can't have both.
zAI, minimax and Kimi have plenty of subscriber usage on their own platforms. They get real data just as well. Less or it maybe but it's there.