alt Hacker NewsI think it's more a consequence of pushing for the biggest valuation/IPO. Rumoured profits on inference are north of 70%.
Taking SpaceX as an example, they have increased prices across all their consumer products over the past six months. But they definitely aren't short on money with Alphabet and Anthropic combined paying them over $2 billion per month.
Microsoft/GitHub lost out here as they were just repacking other people's products.
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Inference can only happen after having invested in training and datacenter construction. Arguing about "inference profitability" sounds a lot to me like ignoring large cost centers of these comanies.
> Rumoured profits on inference are north of 70%.
Rumors are worth squat when they’re most likely put in motion by the people with a vested interest in this industry.
Let’s talk about profits when there’s real data from the IPO documentation.
SpaceX is increasing prices because they're trying really hard to get into the S&P 500.
How is spacex not short on money when no one will pay them to use their models and they lose money every quarter? Sure they’re now transitioning to a data center provider away from actually being an AI company because they’re losing less money that way but it doesn’t sound like a strategic success