Comment by user43928

I stopped reading at maybe 25% into the article. It's obvious garbage.

He selectively quotes the max theoretical enterprise pricing equivalent of fully using the private subscription. Did SemiAnalysis not also claim a very high margin?

He throws in doubt about the providers having decent margins, which he claims is made up by "AI boosters" rather than leaked financials and open-weight pricing.

Then next he talks about "the real cost" of inference as if it was in any way realistic that labs price the enterprise plans near cost, like he seems to imply.

Then next he claims AI is actually slowing developers down and there isn't much difference between the models.

It just seems delusional.