The first major companies to make money off OpenClaw have already emerged. KIMI appeared ranked 9th globally on Stripe's C-end personal subscription list, with a surge of +123.81%

According to media reports, KIMI's accumulated revenue over the past 20+ days has exceeded their entire 2025 annual total revenue, with the reason being KIMI's launch of KIMI Claw. (A few days ago when I was inviting KIMI team members to participate in an event, I was politely declined because their compute consumption has been too large recently—if we continue promoting, they'll run out of compute capacity! LOL What a nice problem to have. It really shows how massive KIMI's demand is...)

Let me explain why KIMI is making so much money.

First, it benefits from OpenClaw 🦞 sweeping the world. However, for domestic users who can't even popularize VPN access, it presents quite a high barrier. You need to try command line, Terminal, API Key, tokens, etc.—which essentially shuts most people out from the door.

KIMI had a clever idea: delivering a packaged, simplified product that directly addresses user needs—simplicity, laziness, one-click installation, achieving zero-barrier, zero-code, one-click deployment requirements, and it can reach into many people's phones.

Combined with KIMI's own robust model, K2.5 has achieved notable benchmark scores across various dimensions, second only to Claude Opus 4.6 and GPT-5.2, ranking 1st among open-source models. This way, they've captured a significant share of the domestic user market.

What Chinese entrepreneurs understand best is the internet effect, and what product managers care most about is how to reduce user operations by one step, so retention rates can be improved. This type of product thinking is also the foundation for sparking more accessible and user-friendly autonomous agents. Rather than saying it's hard to make money in the AI era, it's better to return to first principles and ask: what do users really need?