alt Hacker NewsI seem to recall the leaked Liang Wenfeng speech gave a figure of 8-12(?) months of inference recouping the training costs of the model.
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I assume they need these models to stop being replaced in 1-2 months though.
It's really hard to unpick, for example, energy prices might be heavily subsidized for the Chinese models.
But it's clear that it's not the money burning pit I think it was just a year ago.
Would that be due to the size of the models from DeepSeek or perhaps only for their distilled models? If it's for general purpose models that would crash the valuation of Anthropic and OpenAI, both who are struggling with profitabilitet to say the least.
kind of on track with gemini's releases
google is a company that tries to make a point of having profitable subdivisions
I think what he said was that 10 months of inference paid for the hardware it runs on (which may have a lifetime of a few years). I don't think he mentioned training/development cost.