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itkovian_ • today at 6:16 PM • 0 replies • view on HN

This is a major, major datapoint. That’s at least an order of magnitude higher margin than literally anyone is discussing. The entire ai discourse currently assumes very small margins on open model inf. And by this post it’s more like 1600% (h100s rent for $2/hr - and id guess deepseeks costs are far below that)