Comment by Denzel
17 hours ago
Unless your insider is the CFO, I wouldn’t trust these sources to have the access, knowledge, or insight to determine whether they’re running inference at a profit.
Simple test: can they get their hands on a data center contracts and financials?
Search isn’t anywhere near as high profile as the profitability of AI inference, and yet, even aspects of the Search org were walled off from the rest of the company such that other employees couldn’t see what we see.
I don't think the fact that inference runs at a profit is a particularly deeply kept secret inside these companies.
It might be worth keeping it secret from the staff if they were running at a loss.