If somehow recovering the capex expenditure is not counted, if somehow the cost of developing future models is not counted, then yes, inference costs of current leading models allow a profit.
But those things are tied together.
Even xAI, that now has a reasonably competitive model, is struggling to achieve PMF. Meta is in shambles because their models have underperformed for years now.
But those things are tied together.
Even xAI, that now has a reasonably competitive model, is struggling to achieve PMF. Meta is in shambles because their models have underperformed for years now.