Related: Kimi-K3 Technical Report [pdf] - https://news.ycombinator.com/item?id=49070985
Comments URL: https://news.ycombinator.com/item?id=49065752
Points: 1333
# Comments: 526
Hacker News 讨论
1334 points · 526 comments · 查看原帖
- NitpickLawyer
This will be interesting for a few reasons. First, depending on where the median pricing settles w/ 3rd party providers will tell us what it costs to serve a 3T model. Since it's going to be mxfp4 native, it'll take ~1.5TB of VRAM to host this, which is juuust at the limit of 8xb200s (but realistically you'll need 16x for context / throughput optimisation). Won't be cheap to host, but at least we should get some range of $/MTok for a 3T model. Then we'll be able to guesstimate if "labs are subsidising tokens on API pricing". Also interesting to see what effort it will take to fine-tune this beast. The latest AISI benchmarks on cybersec place it above glm5.2, but still way way behind SotA closed models. Some fine-tuning might be needed here. Also, interesting to see if Cursor does another training round on it, to directly compare it w/ kimi2.6/2.7 fine-tunes (composer series) and grok4.5.
- KronisLV
I feel like most hardware to run LLMs on is shaped wrong for individuals. It's either having a model struggling along with like 5-10 tokens per second on unified memory, or data center cards with hundreds of GB of VRAM consuming more than a kW of power. It doesn't seem like there's prosumer GPUs with like 180W-250W TDP and 128 GB or 256 GB of VRAM (one can dream). Then bifurcation and even just two of those cards would be kinda useful (albeit NVLink or equivalent would need to be commonplace). Obviously nobody is running Kimi K3 locally without an insanely beefy homelab and lots of money to burn, but running GLM 5.2 would be cool at like ~100 tokens per second for a single session and maybe ~60 tokens per second with N subagents. How unfortunate.
- rushingcreek
Many people are talking about price, but I think that the most interesting aspect of this release, by far, is customization. Any startup can download the weights, tinker with them, and fine-tune them. The real win here isn't necessarily cost, but performance on your data and IP sovereignty. It's a huge win. Kudos to the Kimi team.
- gorgmah
We already know that competition brought GLM 5.2 prices down roughly 45% since its release on June 16th (1.5 months ago), and the price downward slope is probably still going (I've been checking regularly and new providers keep fighting on price, I don't think prices have settled yet). For reference : https://openrouter.ai/z-ai/glm-5.2#providers I saw arguments like "Providers cannot price less than their costs" in other comments. In economics, it's generally admitted that they shouldn't price less than their marginal costs, i.e. in their case roughly the cost of electricity, since a lot of these datacenters are not at capacity in terms of graphics cards usage (speculation since it's very easy to rent a GC for a couple hours on some providers). My guess is that someone will be selling tokens at less than electricity + depreciation of GCs soon, since there's a lot of competition and "smal
- dilliwal
from the license: If the Licensee or any of its affiliates operates a Model as a Service business, and the aggregate revenue of the Licensee and its affiliates exceeds 20 million US dollars (or the equivalent in other currencies) in total over any consecutive 12 months, the Licensee must enter into a separate agreement with Moonshot AI before using the Software or its derivative works for any commercial purpose.
- MeProtozoan
It is online on https://app.fireworks.ai/models/fireworks/kimi-k3 (Uncached Input $3.00/M Cached Input $0.30/M Output $15.00/M)
- fnordpiglet
I suggest downloading these frontier models just to have a copy; even though it’s 1.5TB, it’s worth sticking in a cheap disk and putting aside. Seeding torrents would be even more useful. The man is coming to lock these down, like they tried to do with encryption algorithms. The only way open software survives regulation is through distribution. Over time the enormous investment in techniques and hardware manufacturing will almost certainly make these runnable in a more practical way. It will be a shame if by the time we get there it’s illegal to distribute them and you have to pay a reg capture premium and feed the machine.
- minraws
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