Kimi-maker Moonshot AI targets $2B in annual revenue

Kimi 开发商月之暗面（Moonshot AI）目标实现 20 亿美元年营收

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. 作为中国最杰出的 AI 实验室之一，月之暗面（Moonshot AI）相信其热门的开源权重模型能够带来显著的销售增长。据彭博社周五报道，该实验室计划在今年年底前实现 20 亿美元的年化营收，这一目标是该公司 8 月份报告的营收运行率的两倍。

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. 这是一个雄心勃勃的目标，反映了该公司 K3 模型自今年夏天发布以来所取得的成功。尽管 K3 的使用数据在近几个月略有下降，但 OpenRouter 的数据显示，目前该系统上的 K3 模型每天生成的 Token 数量高达 3000 亿个。

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. 月之暗面的预期营收与 OpenAI 和 Anthropic 相比仍有巨大差距，据近期报道，后两者的年化营收分别达到了 400 亿美元和 650 亿美元。由于月之暗面的模型权重是免费公开的，其利润率远低于采用闭源权重模式的竞争对手。这些不断增长的预期表明，即使开源权重 AI 模型不如闭源的前沿模型那样有利可图，它们依然具有盈利空间。

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. 尽管如此，月之暗面的模型开发实践仍存在争议，甚至可能涉嫌违法。本周早些时候，Anthropic 指控该公司进行了一场长期的模型蒸馏活动，将近 30 万次来自 Kimi 的请求直接路由至 Claude Opus，实际上是用 Opus 代替了 Kimi 自家的模型。Anthropic 声称，总计有超过 2300 万条来自其模型的回复被收集并用于月之暗面的模型训练。