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hobomtoday at 10:54 AM1 replyview on HN

They are taking in more than they are spending hosting them. However, the cost for training the next generation of models is not covered.


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bandramitoday at 11:18 AM

Nope. They're losing money on straight inference (you may be thinking of the interview where Dario described a hypothetical company that was positive margin). The only way they can make it look like they're making money on inference is by calling the ongoing reinforcement training of the currently-served model a capital rather than operational expense, which is both absurd and will absolutely not work for an IPO.

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