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So they're profitable if they put themselves at a disadvantage against Google, Meta, etc.?

• SeanAnderson 1y ago
  Yes... but there were concerns previously that inference was so costly that the subscriptions/API billing weren't covering basic operating expenses. That's clearly not the case. People are willing to pay them enough that they can afford to run the models. That's a really positive sign.
  • Ianjit 1y ago
    Free user inference is probably accounted for in Sales and Marketing. Adjusted COGS.