Also possibly true: Anthropic is running Kimi locally in their hardware and "distilling" it.
> The requirements set forth in Sections 2 and 3 do not apply to: (a) internal use of the Software, defined as any use that does not make the Software, its outputs, or its underlying capabilities available to third parties; or (b) any use of the Software accessed through Moonshot AI's official products or certified inference partners.
"distilling" from their own hardware would be an internal use of the software.