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Kimi Work

kimi.com

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Re: Kimi Work

#151

Post by adventured »

micromacrofoot wrote: post #131
wxw wrote: post #80

> Kimi Work is a Local Agent designed for deep workflows. It mounts your local folders, navigates the web autonomously via WebBridge, runs Python code in the background, and executes scheduled tasks. It's clearly a dupe of Claude/Codex products (Codex especially, styling-wise), but I think Kimi's goal here is simply to appear on feature-parity with bigger labs. I doubt they'd want to invest much into designing a UI f…

So much is invested in the huge American AI companies that China undercutting them with clones that work almost as well can actually hurt the US economy. They're at the point where copying can get people 90% of what they want anyway, the moat is drying up.

China isn't undercutting anything. Kimi has to be hosted somewhere and is extraordinarily expensive to operate at Fable-levels of capabilities. The moat is (and will always be) the cost to actually operate these models, and that cost will continue to soar, it will not reverse, and the hardware will never keep up such that at-home use somehow becomes economical.

It's like releasing a cutting edge search engine, proclaimed to be on par with Google. Oh yeah, I forgot to mention, you need to actually run it somewhere. One of the core moats for Google has been the cost to scale and compete globally with a search engine, which only a few entities on earth could even attempt. Somehow the HN crowd forgets this every single time. The same claims were endlessly made regarding Uber, as though the app was the hardest part of competing with Uber. Here's a hint: the model isn't the only super hard part of the total process at this point. Try running something akin to GPT 5.6 for a billion users, see how much that costs.

The winners will be the owners of the subscriptions and API usage. That's going to be OpenAI and Anthropic as of now, possibly Google will stay in the fight with their scale advantage focused on the consumer. It will never be the open weight models out of China. Who is going to invest the trillion dollars into infrastructure needed to run the latest version of Kimi 3-5 years out, for a billion users? There's only one entity that would ever consider it, and that's China domestic.

And the real money (for a sustainable business model allowing for constant massive reinvestment & infrastructure maintenance) is in pairing up advertising, which is another spot where the open weight models from China will never compete. It doesn't matter if the HN crowd hates this outcome, nothing will stop it from being the future core of mass consumer usage. And the business use will stay with subscription + API use as well: the best option for that today is OpenAI and Anthropic.

Re: Kimi Work

#153

Post by fbrncci »

bnfcl wrote: post #50

Pretty shameless copy, but also shows how easy it is to do so. OpenAI and Anthropic had first-mover advantage, but easy come, easy go.

Safe to say there is no moat.

Re: Kimi Work

#154

Post by scottfits »

while it's true the model layer is getting commoditized, there is absolutely no way we are migrating any serious enterprise workflows to Kimi work. i think chinese models will continue to have an adoption problem.

Re: Kimi Work

#157

Post by nozzlegear »

postalcoder wrote: post #25

kimi has been particularly shameless in copying codex 1:1, wow. Like, I get it, before condex there was conductor and a ton of other guis but this looks like they just copied the code. Also, their privacy disclosure is incredibly misleading: > How does Kimi Work protect my privacy when accessing local files? You have absolute control over your files. The built-in Ask before acting safeguard means Kimi will prompt you…

> kimi has been particularly shameless in copying codex 1:1, wow.

OpenAI's pigeons come home to roost

Re: Kimi Work

#158

Post by ajross »

cgio wrote: post #150
ajross wrote: post #141

Earlier quoted context omitted.

> the last 20 or so years of US/Chinese economic competition Only with some industries, mostly electronics and light manufacturing. The rest of the history of software products doesn't look like this at all. China cloned Amazon and Meta fairly well (but only within their local/captured markets) but not Microsoft or Google and absolutely not Apple. Entertainment and culture exports are still effectively zero (like, wh…

Not British, but taking UK out of the definition of pop, is a bit too rough a cut. Also France. Look at the queues outside pop-glamorous stores. And was pop-art a pop artefact? Is TikTok redefining pop? Movies is an old measure, and even US has fallen with just franchise dominating. I think as a globe we are much more integrated and co-dependent, occasionally also in bad ways, than we appreciate.

I'm talking about economic activity more than the passports of the individual artists. And no, TikTok is a software product (a social media platform), not popular culture. There's absolutely popular culture being created and driven there but it's 100% NOT coming out of China. Are you high, as it were?

TikTok competes with Meta, not Olivia Rodrigo or BTS.

Re: Kimi Work

#159

Post by adventured »

fbrncci wrote: post #153
bnfcl wrote: post #50

Pretty shameless copy, but also shows how easy it is to do so. OpenAI and Anthropic had first-mover advantage, but easy come, easy go.

Safe to say there is no moat.

You mean other than the zillion dollars of infrastructure you need to run these systems for a billion users. And the extreme cost to sustain that operation day to day. And the cost to upgrade the infrastructure forever.

Remind me which entities (govt or corporate) are going to subsidize that forever. Remind me which entities are going to front the cost just to scale up.

By that premise - wherein you forget everything other than the first ingredient (the model) - Google has no moat either (got $100 billion dollars lying around?). Nor does Uber (have tens of billions in your bank account to clone their business?).

I'm certain building an app (Uber), or building a search engine (Google), is the super duper hard part.

Slapping a GUI on Linux will kill Windows, any day now.

Re: Kimi Work

#160

Post by CookieCrisp »

thomasahle wrote: post #149
wxw wrote: post #80

> Kimi Work is a Local Agent designed for deep workflows. It mounts your local folders, navigates the web autonomously via WebBridge, runs Python code in the background, and executes scheduled tasks. It's clearly a dupe of Claude/Codex products (Codex especially, styling-wise), but I think Kimi's goal here is simply to appear on feature-parity with bigger labs. I doubt they'd want to invest much into designing a UI f…

> duping is a great way to show people that even the app layer can be commoditized Everyone is already cloning the app layer. There are 30+ claude-code clone, and codex work already cloned cowork, grok and gemini is doing the same.

I highly recommend to anyone that uses them a lot - try to clone your own. I’ve got mine fully formed into how I want it, with features I haven’t seen anywhere else yet and with integration into everything I work with. We’ve lived in a world where every app had to fit enough people well enough - but now we live in a world where an app can be molded to be absolutely perfect for just you!
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