[qaq]

If I remember correctly Dario had claimed that AI inference gross profit margins are 40%-50%

[gjk3]

Why do you people trust what he has to say? Like omg dude. These folks play with numbers all the time to suit their narrative. They are not independently audited. What do you think scares them about going public? Things like this. They cannot massage the numbers the same way they do in the private market.

The naivete on here is crazy tbh.

[qaq]

Pretty poor narrative tbh. As things stand they will not be profitable unless stop developing new models or get to AGI. So very likely never.