OpenAI and Anthropic have positive gross margins for inference.
Uber generates about $1b in profit yearly now.
> OpenAI and Anthropic have positive gross margins for inference.
Maybe, if you take their word for it, and treat the models as capital assets rather than part of the COGS for the inference product. That's pretty far off from where Amazon was at.
alt Hacker News
> OpenAI and Anthropic have positive gross margins for inference.
Maybe, if you take their word for it, and treat the models as capital assets rather than part of the COGS for the inference product. That's pretty far off from where Amazon was at.