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Comment by catmanjan

5 days ago

Are you sure? I thought tokens (or watts) were sold at such a loss that if current supply limits were reached they’d go broke

6 comments

catmanjan

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nsvd2  5 days ago

These companies are generally profitable for inference but it does not cover the cost of R&D (training).

  • catmanjan  5 days ago

    If its profitable why are they banning people from using it in systems like claw?

    • nsvd2  5 days ago

      After a quick search it looks like Google is banning some people who are using Antigravity OAuth with OpenClaw as opposed to paying for API access.

      I can't find any instance of an API which charges per-token banning users.

mholm  5 days ago

The entire marginal cost to serve AI models is paid for by the API costs of all providers by nearly every estimation. The cost not currently recouped is entirely in the training and net-new infrastructure that they're building.

  • Breza  1 day ago

    And the open source models are only months behind, so the big AI companies need to keep burning money on R&D with no end in sight. If OpenAI took a quarter off from model development, they might fall behind forever.