Sure, there is revenue, and market valuation. Is there _profits_ in frontier models ?
What is the horizon for openai and anthropic to _make_ money ? Will they achieve that by charging more for frontier models, or investing slightly less in training frontier models, etc... ?
> Is that not self evident by the insane revenue from frontier labs?
No...? Of course not?
Because revenue is only one side of the equation. Did you ever look at total cumulative OPEX and CAPEX, and how long it will take them to even just break even at current growth?
Is there money in frontier?
Yes...?
Is that not self evident by the insane revenue from frontier labs?
Revenue is not profit.
https://isaiprofitable.com/
4 replies →
Sure, there is revenue, and market valuation. Is there _profits_ in frontier models ?
What is the horizon for openai and anthropic to _make_ money ? Will they achieve that by charging more for frontier models, or investing slightly less in training frontier models, etc... ?
> Is that not self evident by the insane revenue from frontier labs?
No...? Of course not?
Because revenue is only one side of the equation. Did you ever look at total cumulative OPEX and CAPEX, and how long it will take them to even just break even at current growth?
4 replies →