> based entirely on the announcements of the inference providers themselves who also get very cagey when asked to show their work I mean sure, it's self report

> based entirely on the announcements of the inference providers themselves who also get very cagey when asked to show their work I mean sure, it's self reported. But the inference prices somewhere like Fireworks or TogetherAI charges is comparable to what Google/AWS/Azure charge for the same model an we know they aren't losing money - they have public accounts that show it, eg: https://au.finance.yahoo.com/news/wall-street-resets-amazon-stock-170700303.html https://au.finance.yahoo.com/news/wall-street-resets-amazon-... Fireworks’ gross margin—gross profit as a percentage of revenue—is roughly 50%, according to the same person https://archive.is/Y26lA#selection-1249.65-1249.173 https://archive.is/Y26lA#selection-1249.65-1249.173 > In particular there's a troubling tendency to call revenue "recurring" before it actually, you know, recurs. If someone has a subscription then yes that is pretty normal.