Every major AI lab prices inference below cost. When the venture capital subsidizing your five-cent contract review runs out, your AI economics change whether you're ready or not.
Chinese labs aren't just catching up – they're pioneering the techniques Western models adopt, sharing them under open licenses, and training them on chips that weren't supposed to exist.
OpenAI's Astra for Law and Anthropic's Claude for Legal work with many of the same legal vendors, but OpenAI builds the legal knowledge into the harness while Anthropic ships it as skills and connectors you can edit, and neither vendor compared itself to the other's real setup.
Every headline called Kirkland's $500M commitment an AI bet. The signals in the announcement – no named model, full exclusivity, value-based pricing – point to something different: an infrastructure play that happens to run AI.