Also possibly true: Anthropic is running Kimi locally in their hardware and "distilling" it.

If they have any sense, they should be. It would be permitted under the licence, too (unless I'm misreading the k3 licence).

Anthropic has more than $20 million in revenue so as per the k3 license they would need to enter a special commercial deal if they wanted to use it:

https://huggingface.co/moonshotai/Kimi-K3/blob/main/LICENSE