2 ms·
> The frontier labs have fantastic margin on inference. Source? The OpenAi filing will be very interesting indeed. ("trust me bro" statements from sama et al
by gizzlon 5mo ago
> The frontier labs have fantastic margin on inference.
Source?
The OpenAi filing will be very interesting indeed.
("trust me bro" statements from sama et al does not count, since I don't trust them)
Edit:
The best argument I have seen look at the price of inference from smaller companies running open models. And assuming they are profitable-ish. Their prices are lower than the OpenAi and Anthropics best models, so maybe they do make money on inference (ignoring all other costs)
- 7thpower 4mo agohttps://newsletter.semianalysis.com/p/ai-value-capture-the-shift-to-model https://newsletter.semianalysis.com/p/ai-value-capture-the-s... But also, trust me bro.