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aurareturnyesterday at 4:38 PM1 replyview on HN

Profitable as in every token they generate, they make some money.

And it's already mentioned that the path to profitability is that inference revenue eclipses training costs. It's already happening rapidly.


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arctic-trueyesterday at 4:45 PM

I’m not talking about training costs. I’m talking about startup costs. You have to pay for GPUs (or to rent data centers). You have to pay for the electricity that runs those data centers, and in a lot of cases these frontier labs are building the data centers on credit, so you need to pay for the construction, the materials, etc. If it was as simple as “running the GPUs costs less than we charge for it,” I might be inclined to agree. But the GPUs don’t just appear by magic.

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