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>> nor a Financial Analyst, nor an Economist Those people arent exactly experts or right most of the time either
by AznHisoka 1y ago
>> nor a Financial Analyst, nor an Economist
Those people arent exactly experts or right most of the time either
- ai-x 1y agoIf Ed is neutral or an expert, he would have had the following analysis "What is the unit cost of serving a Token? It is the cost of electricity + amortized cost of GPU (GPUs would have been Capex, but because of their fast depreciation rate, you can claim they should be Opex). Given this cost structure, every SOTA labs (Google, Anthropic and OpenAI) are profitable and actually have high unit margins of 50-60%." High Unit Margins and growth means, these labs can be profitable anytime they choose to