Small sample, anecdotal. Hit rate = share of tracked calls in profit now.
“Canon just cut its 2026 i-line stepper plan for the second time this year. We believe share loss in China is one important driver. (1/5)”
“NVIDIA just submitted its first Rubin NVL72 Kimi K3 submission, and it can reach over 850 tok/s/user ... Great work by the NVIDIA team, and excited for Rubin Software 1.0 GA coming”
“PROFIT ALERT: AMD @vllm_project can generate up to $3/hr/chip in pure profit serving the open-source Kimi K3 model, even after accounting for the rapid increase in chip rental prices post-Claude Code. Kimi K3 2.8T is a great model for AMD...”