Comment by aurareturn
2 months ago
If all frontier LLM labs agreed to a truce and stopped training to save on cost, LLMs would be immensely profitable now.
2 months ago
If all frontier LLM labs agreed to a truce and stopped training to save on cost, LLMs would be immensely profitable now.
That isn't what I've seen: https://www.wheresyoured.at/oai_docs/
Those are effectively made up numbers, since they're given to him by an anonymous source we have no way of corroborating, and we can't even see the documents themselves, and it contradicts not just OpenAI's official numbers, but first principles analyses of what the economics of inference should be[1] and the inference profit reports of other companies, as well as just an analysis of the inference market would suggest[2]
[1]: https://martinalderson.com/posts/are-openai-and-anthropic-re..., https://github.com/deepseek-ai/open-infra-index/blob/main/20...
[2]: https://www.snellman.net/blog/archive/2025-06-02-llms-are-ch...
https://simonwillison.net/2025/Aug/17/sam-altman/#:~:text=Su...
Also independent analysis: https://news.ycombinator.com/threads?id=aurareturn&next=4596...