Given that they paused signups for their 20x Max plan, your assessment seems overoptimistic.
Their new Broadcom chips seem cool, and they had a nice model release with Astra. But, that doesn't mean they've solved the profitability question during an era of rapidfire open-weight model releases, extreme memory shortages, and intense political pushback.
Their new Broadcom chips seem cool, and they had a nice model release with Astra. But, that doesn't mean they've solved the profitability question during an era of rapidfire open-weight model releases, extreme memory shortages, and intense political pushback.