It's interesting to note that a model that can OpenAI is valued almost 400 times more than moonshotai, despite their models being surprisingly close.
Unless they can beat their capabilities by a clear magical step up and has infrastructure to capture the users
Well to be the devil's advocate: One is a household name that holds most of the world's silicon wafers for ransom, and the other sounds like a crypto scam. Also estimating valuation of Chinese companies is sort of nonsense when they're all effectively state owned.
OpenAI is a household name with nearly a billion weekly active users. Not sure there's any reality where they wouldn't be valued much more than Kimi regardless of how close the models may be.