[WalterSear]

Anthropic has stated that their inference process is cash positive. It would be very surprising if this wasn't the case for everyone.

It's certainly an open question whether the providers can recoup the investments being made with growth alone, but it's not out of the question.

[croes]

Problem is the models need constant training or they become outdated. That the less expensive part generates profit is nice but doesn’t help if you look at the complete picture. Hardware also needs replacement