I agree with that. However, there’s much dialogue around subsidized tokens for business use too, that people paying for the tokens are also vastly underpaying vs the “real” cost. I certainly don’t know the answer to that. Maybe the Chinese companies are also doing it. Maybe nobody is doing it.
Looking at reserved capacity cost for PTUs on azure, which I think they’d probably not subsidize but can’t be sure, I’m inclined to not agree with the vast undercharging for tokens hypothesis.
Looking at reserved capacity cost for PTUs on azure, which I think they’d probably not subsidize but can’t be sure, I’m inclined to not agree with the vast undercharging for tokens hypothesis.