Comment by mbesto
9 hours ago
> healthy profit margin (as near as we can tell from the outside)
Ugh we still don't know if this is true and it's nearly impossible to calculate without a full understanding of the real CAPEX cycle. Stop spreading these rumors until we know for sure.
SemiAnalysis estimates their profit margin to be 70%. To be losing money on inference implies that their costs are almost 4X higher than SemiAnalysis has calculated. That's not credible.
I don’t see how they could credibly estimate inference costs without knowing the model size.
But we do have a reasonable estimate of model size.