After going through the license and trying out the model on some hardware, I don't think it will ever will be 60-70% cheaper than the price Moonshot is offering from providers, it be marginally lower sure but discounts we saw with GLM seem hard unless tps is put into the ground.

In my testing it seems like Kimi has a healthy margin (I would wager 40-50% if they are renting GPUs at full marked up prices, a bunch more otherwise, given their tps, but I don't know which GPUs they are on and what they consider margins and if they own them) but definitely not the claimed 90%+ margins of Anthropic (honestly I am suspicious of even 80% API margins for Anthropic) as I have seen some people posit. If it was just electricity costs I could bet it could be 80-90% though otherwise it seems rough given the TPS they offer.

I would love if someone has access to those super secret R100s could try it, and tell us if it's significantly cheaper since I think immediate memory optimizations seem hard since I am already on a quantised model. And not even using 1M context.

All I had access to was B200(couldn't find a B300). I am certain people could optimize it a lot better but Kimi also wants some kind of contract for big providers so I think we shouldn't imagine any significant discounts while Kimi is the top open model around.