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But all the open-weight players make money right now. Google (Gemma), Alibaba (Qwen), z.ai (GLM), minimax.io (Minimax) - they all have hosted offers and sometim
by atwrk 5mo ago
But all the open-weight players make money right now. Google (Gemma), Alibaba (Qwen), z.ai (GLM), minimax.io (Minimax) - they all have hosted offers and sometimes closed-weight max versions.
And the fact that the open-weight as well as cheaper tier 2 offers exist both place a ceiling on the prices the SOTA companies can demand - and as far as we know current prices don't even fully pay for inference alone already, at least not for OpenAI.
- aurareturn 5mo agoAre they profitable on their LLM training? It's not clear. Z.ai is definitely not profitable.
- atwrk 5mo agoTo my knowledge none of the players is even profitable on inference, though Google probably is, considering the continuous release of papers around kv cache optimizations, mtp etc.
- aurareturn 5mo agoYour knowledge is off. Inference is highly profitable - at least for OpenAI and Anthropic.
- atwrk 5mo agoI'd be delighted if you can link to actual numbers supporting this assumption, as all reputable reporting says OpenAI's revenue is smaller than their inference cost, e.g. https://www.ft.com/content/fce77ba4-6231-4920-9e99-693a6c38e7d5?syn-25a6b1a6=1 https://www.ft.com/content/fce77ba4-6231-4920-9e99-693a6c38e...