alt Hacker NewsThey're not competing against each other, they're competing against free/local/open weight models that they're also lobbying very hard to regulate/ban.
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As much as I hear this sentiment, and as much as all the smart software people around me echo the desire for this sentiment to be true; it feels like people say these things, but then at the same time say - well, Claude/Chatgpt is still marginally better for me now. But clearly they are catching up so maybe one day!!!
In that sense, I'm really not sure if Kimi/chinese models are really competing against Anthropic/OAI? Not to mention that for individuals, the subscription model is extremely different, and Kimi subs are (I think) worse value, and chinese API's maybe marginally end up cheaper than using american subscriptions.
Of course they compete with each other. Codex and Claude Code have direct feature overlap.
But they do have a common enemy in open weight models.