Comment by sensanaty
3 hours ago
It's all based on vibes and whatever vague lies the companies put out about their financials. Marvels of corpo-nonsense speak such as "If we ignored every single cost we have, we're quite profitable!" seems to be very popular with the AI crowd
If you need to strawman to make a point, you're probably not making a good point.
"We're profitable on inference. If we didn't pay for training, we'd be a very profitable company." - https://simonwillison.net/2025/Aug/17/sam-altman/
Where exactly is my strawman? Scam Altman himself has said this, if we ignore the inconvenient parts of the business that loses all that money, they'd be super-duper profitable.
Anthropic said something similar, claiming to their investors they're profitable... If you ignore partner costs and the costs of training.
And mind you this is coming from a proven pathological liar who has a massive vested interest in over exaggerating his business' viability, so doubtless the "Very profitable" part is itself a massive lie.
The correct quote is "If you ignore the costs that will come down in the future or stay fixed as userbase scales, then we are actually quite profitable"
Which is a basic truism of pretty much all startups, and nothing noteworthy or insightful to point out.