On: Kimi K2.7-Code: open-source coding model with better token efficiency

[LUmBULtERA]

API token price is one thing, but subscriptions on Claude are a good value. Weirdly everyone says that Claude subscriptions are subsidized because of the API price, even though (1) no one actually knows Claude's cost of inference, and (2) Chinese providers are also able to provide cheap inference, so why do they think Claude can't?

I also wonder if Enterprises have deals for other API pricing that is not posted publicly, so all we see is a high API sticker price.

[mnicky → LUmBULtERA]

> no one actually knows Claude's cost of inference

There were some rumors stating that their margin is around 70%. So they could go much cheaper probably, talking inference only. The other thing is R&D cost...

[wuliwong → LUmBULtERA]

I only have knowledge of one enterprise deal but there is no discount. Which I found surprising.