[vrighter]

Models are fixed. They do not learn post training.

Which means that training needs to be ongoing. So the revenue covers the inference? So what? All that means is that it doesn't cover your costs and you're operating at a loss. Because it doesn't cover the training that you can't stop doing either.

[simonw]

Training costs are fixed. Inference costs are variable. The difference matters.

[vrighter]

No they are not. They are exponentially increasing. Due to the exponential scaling needed for linear gain. Otherwise they'd fall behind their competition.