Comment by shimman
6 hours ago
No, you can't really make educated guesses unless people start opening their books. Especially in an industry where the vast majority of firms make up valuations out of thin air and not based on any reproducible insights.
Opening their books would let you know things like profitability. I'm talking about cost per token, model development and human costs being irrelevant.
Yeah take the gpu rental cost, what it can run, how many tokens per second come out and see the true rate per token. Plus the margin on harness special sauce