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chrismsimpsontoday at 7:00 AM2 repliesview on HN

> Providers can just run them, offer cheap tokens, and pocket the margin.

There’s an assumption that you can spin up the infra and acquire customers within that margin


Replies

KeplerBoytoday at 7:07 AM

Which is not unreasonable. Just hosting it in the EU and promising not to retain / sell the data let's you charge a healthy extra and compete in many areas other players can't.

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re-thctoday at 8:57 AM

> There’s an assumption that you can spin up the infra and acquire customers within that margin

Only Nvidia and approved friends can at the moment. Nvidia can even backstop your loan required.