They account internally for each model separately; Dario said they even think of each model as a separate company on Dwarkesh some time ago.
Inference services are wildly profitable. Currently companies believe it’s economically sensible to plow that money into R&D / Investment in new models through training.
For reference, oAI’s monthly revs are reportedly between $1b and $2b right now. Monthly. I think if you do a little napkin math you’ll see that they could be cashflow positive any time they wanted to.
Inference services are wildly profitable. Currently companies believe it’s economically sensible to plow that money into R&D / Investment in new models through training.
For reference, oAI’s monthly revs are reportedly between $1b and $2b right now. Monthly. I think if you do a little napkin math you’ll see that they could be cashflow positive any time they wanted to.