This hides one major caveat in AI which is, contrasting to "old" tech, your OpEx on compute doesn't scale the same way your engineered app traditionally did. I

This hides one major caveat in AI which is, contrasting to "old" tech, your OpEx on compute doesn't scale the same way your engineered app traditionally did. In other terms, as your revenue scales, your OpEx scales too. This breaks the idea that you need to grow revenue to "break off" as your margin as set due to compute. The other issue is, I've been burning compute between Perplexity, Grok, Gemini, Claude and Deepseek. I pay nothing for these and they are good enough. It is easy to grow revenue to $1m when you are burning $2m of compute.