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Stratechery by Ben Thompson
stratechery.com > 2026 > whos-afraid-of-chinese-models

Who’s Afraid of Chinese Models?

15+ hour, 8+ min ago  (690+ words) Listen to this post: The point in terms of open weight models is that they are not free to serve. Kimi K3 costs $3 per million input tokens, and $15 per million output tokens; that is cheaper than Sol’s $5 per million input tokens…...

Stratechery by Ben Thompson
stratechery.com > 2026 > aggregators-and-ai

2026.07: Aggregators and AI

5+ mon, 1+ week ago  (59+ words) The best Stratechery content from the week of February 9, 2026, including individualization at scale, CapEx explosions and distinctions, and the interviewer becoming the interviewee. This Week in Stratechery Welcome back to This Week in Stratechery! On that note, here were a…...