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Comment by Aboutplants

1 day ago

I’m less interested in revenue and more interested in their operational costs

1 comment

Aboutplants

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aurareturn  1 day ago

I'm personally interested in their growth rate more than anything else. I'm not a believer that AI can't be profitable and has no moat narrative that is popular here.

Both Altman and Dario have consistently said inference margins are high.

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