Comment Comment by Eridrus Your assumption is wrong.The LLM companies are profitable on the current gen models. Inference is profitable, rather than subsidized.They are raising the biggest chunk of capital to buy data center compute that will come online ~2 years from now and be an order of magnitude larger.The bear case for the labs is that they're Cisco, not Pets.com. parent Eridrus 8 months ago
The LLM companies are profitable on the current gen models. Inference is profitable, rather than subsidized.
They are raising the biggest chunk of capital to buy data center compute that will come online ~2 years from now and be an order of magnitude larger.
The bear case for the labs is that they're Cisco, not Pets.com.