中国知名人工智能实验室Moonshot AI计划在年底实现20亿美元的年化营收目标，这一目标反映了其K3模型自夏季发布以来的成功。尽管K3的使用量略有下降，但OpenRouter数据显示，每天仍有高达3000亿个token由K3模型生成。尽管Moonshot的模型权重免费，其盈利能力低于封闭模型，但开放模型仍有盈利空间。然而，Moonshot的开发实践存在争议，甚至涉嫌违法。
要点：
1. Moonshot AI计划年底实现20亿美元年化营收。
2. K3模型自夏季发布以来取得成功，但使用量略有下降。
3. OpenRouter数据显示，每天有高达3000亿个token由K3模型生成。
4. Moonshot的盈利能力低于封闭模型，但开放模型仍有盈利空间。
5. Moonshot的开发实践存在争议，涉嫌违法。
One of China’s most prominent AI labs, Moonshot AI, believes it can turn its popular open-weight model into serious sales growth. On Friday, Bloomberg reported that the lab is targeting $2 billion in annualized revenue by the end of the year, double the company’s reported revenue run rate for August. It’s an aggressive goal that reflects the success of the company’s K3 model since its release this summer.
While K3’s usage figures have declined slightly in recent months, OpenRouter data currently shows as many as 300 billion tokens being generated each day by K3 models on the system.
Moonshot’s projected revenue is still dwarfed by that of OpenAI and Anthropic, which recent reports put at $40 billion and $65 billion respectively. Because Moonshot’s model weights are freely available, the company has far lower margins than its closed-weight competitors. The rising projections show there’s still money to be made from open-weight AI models, even if they’re not as lucrative as closed-weight frontier models.
Still, Moonshot’s model development practices remain controversial — if not downright illegal. Earlier this week, Anthropic accused the company of a long-running model distillation campaign that routed nearly 300,000 requests from Kimi directly to Claude Opus, effectively serving Opus in place of Kimi’s own models. In total, more than 23 million responses were collected from Anthropic models for use in Moonshot’s training, the company alleged.
原始发布方：TechCrunch：AI（RSS）
原文时间：2026-09-12 03:35:54 +08:00
