I'm not sure I buy the direct causation? Why didn't GLM 5.2 have that effect? It's a better model, by some measures, and a little easier to run as it's quite a bit smaller.
Kimi K3 weights aren't available yet. And, the claim is about Inkling. I'm not saying it's wrong, I just don't understand why Inkling would be the trigger, rather than a prior model that's better, at least for code. Seems like a general trend of continuing scarcity and people finding new ways to use models, so usage just keeps climbing without sufficient supply. Everybody wants more GPUs and there aren't enough being made.