Kimi K3 is approaching the upper limit of the calculator

According to Deedy Das, a partner of Menlo Ventures, Kimi K3's fire brought him to the upper limit of his calculus and suggested a "calculative multi-head" logic. K3 went online for two days and entered the top 10 of OpenRouter's usage, processing approximately 140 billion tokens daily. The demand was then brought closer to the dark side of the month and new subscriptions were suspended. Das determined that the most valuable in the coming years would be those who would lock up GPU, clouds and electricity in advance. As long as the strongest model continues to be smart, users continue to pursue top-level capabilities and reason that prices have not fallen sharply, the ability to calculate will long run short of demand. This logic is premised on the fact that, once model capabilities have peaked, ordinary tasks have shifted to cheap models, or the cost of reasoning has suddenly decreased significantly, and the scarcity of computing has diminished. Modellers may also have high revenues, but they are still being dragged into losses and losses by training, talent and cost-recovery。