Forget profitability, the major Western LLM providers still have profoundly negative gross margins I think it will only be economically sound as a business if

Forget profitability, the major Western LLM providers still have profoundly negative gross margins I think it will only be economically sound as a business if you're Google and can start serving ads OR when we switch over from GPUs to wildly more efficient TPUs/ASICs All the data center CapEx is going into compute that will be obsolete once that happens