Mostly I am very skeptical on any numbers that claim these companies have a path to profitability. They raise way too much money way too often for the claim of

Mostly I am very skeptical on any numbers that claim these companies have a path to profitability. They raise way too much money way too often for the claim of profitability to make any sense. If inference profitable they could train new models at reasonable pace without raising tens of billions every few months. Neither they would be in a mad race for the IPO exit event.