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catmanjanyesterday at 1:18 PM2 repliesview on HN

Are you sure? I thought tokens (or watts) were sold at such a loss that if current supply limits were reached they’d go broke


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mholmyesterday at 7:21 PM

The entire marginal cost to serve AI models is paid for by the API costs of all providers by nearly every estimation. The cost not currently recouped is entirely in the training and net-new infrastructure that they're building.

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nsvd2yesterday at 8:07 PM

These companies are generally profitable for inference but it does not cover the cost of R&D (training).

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