I’m less interested in revenue and more interested in their operational costs
I'm personally interested in their growth rate more than anything else. I'm not a believer that AI can't be profitable and has no moat narrative that is popular here.
Both Altman and Dario have consistently said inference margins are high.
alt Hacker News
I'm personally interested in their growth rate more than anything else. I'm not a believer that AI can't be profitable and has no moat narrative that is popular here.
Both Altman and Dario have consistently said inference margins are high.