I don't understand this line of reasoning at all.

We have a pretty good idea of how much it costs to serve these models. You can pencil out the economics and guess at the model sizes and we know pretty decently how expensive the hardware is.

This like claiming it's meaningless to guess the margins of a restaurant without going into their books and seeing the exact recipets and recipes.

They ain't doing dark arts in the back. You can guess at what goes into the food based on similar recipies and how much that costs based on what you pay at the grocery store.