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surajrmaltoday at 2:38 AM1 replyview on HN

Notably that's not due to subsidization but rather due to investment in capex for future growth. The reason to not subsidize is largely because of already being hardware constrained. There is no extra unsold capacity to use.


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surgical_firetoday at 10:35 AM

> investment in capex for future growth

Future growth needs to materialize for this to be profitable. Right now what they have is a cash-flow negative reality.

> There is no extra unsold capacity to use.

I have no evidence of this.

Neither I have evidence that they would be in the position of subsidizing further AI usage.