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Comment by HWR_14

7 hours ago

The costs only have to include amortized training costs if you are trying to be profitable overall. Having positive unit economics and VC subsidized fixed costs is pretty standard.

What happens when the VCs decide to stop dumping more money onto the fire?

  • Positive unit economics means that inference as a business continues regardless. The VC's no longer dumping money in means no more training new models.