[Kimi K3 License Suddenly Tightened, Goldman Sachs Says China's Open-Source Models Will Bid Farewell to Being Completely Free] According to monitoring by 动察 Beating, Ronald Keung, Head of Asia Internet Research at Goldman Sachs, predicts that Chinese AI companies may no longer fully open their model weights for free in the future but will instead charge commercial licensing fees to cloud platforms and large API service providers. The usage of Chinese models overseas is growing rapidly, but most of the revenue flows to platforms responsible for deploying and selling APIs. While model companies have opened their weights, they find it difficult to earn a share from subsequent calls. Last night, Kimi K3, which had fully opened its weights, has already shown such changes. Ordinary users can still download, deploy, and fine-tune for free, but large MaaS service providers with annual revenues exceeding $20 million must sign a separate agreement with 月之暗面 (Dark Side of the Moon). This restriction is newly added to K3. K2 also had a $20 million threshold, but at the time, it only required large products to label the model name without needing a separate commercial agreement. [Original Link]