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As long as revenue rises faster than training costs and inference remains profitable I dont think this is an issue. Eventually theyll be able to profitably amortize training across all the users.


> As long as revenue rises faster than training costs

And this is definitely not happening. They are covering training costs with investors money, and they can't really stop it without their competitors catching up


Competition will erode how much they can charge for inference. This is all far from a sure thing.




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