Comment by mbesto

> All indications are that selling tokens is a profitable activity for all of the AI companies - at least in terms of compute.

We actually don't this yet because the useful life of the capital assets (mainly NVIDIA GPUs) isn't really well understood yet. This is being hotly debated by wall st analysts for this exact reason.

https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweav...