> This is obviously not true, you can use real data and common sense.
replyIt isn't "common sense" at all. You're comparing several companies losing money, to one another, and suggesting that they're obviously making money because one is under-cutting another more aggressively.
LLM/AI ventures are all currently under-water with massive VC or similar money flowing in, they also all need training data from users, so it is very reasonable to speculate that they're in loss-leader mode.
Doing some math in my head, buying the GPUs at retail price, it would take probably around half a year to make the money back, probably more depending how expensive electricity is in the area you're serving from. So I don't know where this "losing money" rhetoric is coming from. It's probably harder to source the actual GPUs than making money off them.
replyelectricity
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