Competition drives prices down. We tried Kimi and GLM models after hitting 'cybersecurity' blocks on OpenAI and Anthropic. We found them to be much cheaper to access and helped us complete our work without 'cybersecurity' refusals blocking us.
So much this. I’m using these models primarily for dumb hobby projects and I’ve still hit this a lot - although much less so in Opus 5.5.
I wouldn’t be surprised if US “bans” access to the Chinese models by the end of the year
If this is mostly competition enduced, I have to assume either their usage has plummeted or they will implode financially in short order.
The frontier labs were already burning money on more expensive price models, and competition wouldn't have reduced their capex proportionately.