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Comment by sm-silversight

1 day ago

Are these inference & training profitability numbers broken out in the S1?

1 comment

sm-silversight

Reply

what  17 hours ago

Sort of? They have “cost of revenue” which is compute and salaries (and whatever) for serving inference, then “research and development” which is cost of compute and salaries for training, then “sales and marketing”, then “operations”. R&D is like half the expenses.

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