Comment by sho
> and provide inference at a loss
You say this like it's some sort of established fact. My understanding is the exact opposite and that inference is plenty profitable - the reason the companies are perpetually in the red is that they're always heavily investing in the next, larger generation.
I'm not Anthropic's CFO so i can't really prove who's right one way or the other, but I will note that your version relies on everyone involved being really, really stupid.
“like it's some sort of established fact” -> “My understanding”?! a.k.a pure speculation. Some of you AI fans really need to read your posts out loud before posting them.