[sho]

> and provide inference at a loss

You say this like it's some sort of established fact. My understanding is the exact opposite and that inference is plenty profitable - the reason the companies are perpetually in the red is that they're always heavily investing in the next, larger generation.

I'm not Anthropic's CFO so i can't really prove who's right one way or the other, but I will note that your version relies on everyone involved being really, really stupid.

[darkwater]

The current generation of today was the next generation of yesterday. So, unless the services sold on inference can cover the cost of inference + training AND gain money, they are still operating at loss.

[elktown]

“like it's some sort of established fact” -> “My understanding”?! a.k.a pure speculation. Some of you AI fans really need to read your posts out loud before posting them.

[teodosin]

You misread the literal first snippet you quoted. There's no contradiction in what you replied to.

[rvba]

Or just "everyone" being greedy