Nathan Lambert@natolambert · XAI 摘要
卖模型 token 和造 token 机器都是好生意。开放模型能带来关注，而关注可转化为收入。月之暗面（Moonshot AI）旗下 Kimi 在 6 月中旬已实现 3 亿美元年化收入（ARR），其中 API 收入占比超 70%。新一轮融资正在进行，投前估值达 315 亿美元——四个月前该数字仅为 100 亿美元。
Selling tokens and building the token machines are both going to be great businesses. I'm confident in more companies that build open models figuring out how to make money. Open models bring attention and attention is a funnel to revenue for many companies today.
Moonshot AI's Kimi has reportedly hit $300 million ARR as of mid-June, with API revenue exceeding 70% of total. A new funding round is underway at $31.5 billion...