Let’s forget about us AI models who are still ahead, their main issue for now it’s Chinese competitors who offer open sourced free models and have no intention of asking for subscription anytime soon. Plus I don’t think is/will be the best among the top Chinese models like deepseek, or Qwen who are still ahead of kimi and offering their products without any subscription. Why should consumers adopt their models instead of those two? I don’t see any major advantage they have over Deepseek and Qwen to justify a consumer paying their models over those two who are even better and free.
They’re currently offering higher quotas for the Ok Computer Agent and Deep Research features with their subscriptions, along with API credits, though Kimi itself remains free to use on the website and app. Currently, it’s not a bad deal to get both API credits and computer agent + Deep Research quotas for the price of a subscription. Also, Kimi K2 is currently the best open-source non-reasoning model on the Artificial Analysis leaderboard, since Qwen3-Max is not open source.
I suspect they have a monetization strategy in the works for 2026 and will likely discontinue bundling API credits with subscriptions once that plan is in place. The challenge to monetize will instead fall on U.S AI labs by 2026–2027 as Chinese labs continue releasing superior open-source models for free imo.