alt Hacker NewsI don’t think people are confused between the two. What’s happening is that drive by objections have no real way to assess viability. That calculation you ask for has line items in it that greatly depend on engineering optimizations that, unless you work in the field, are hard to estimate accurately.
On those line items make the most optimistic assumption. E.g. use Elons Starship cost to orbit. Assume useful GPU lifetime of 6+ years. Assume max physical possible radiators etc.