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Are OpenAI and Anthropic losing money on inference?

(martinalderson.com)
507 points martinald | 1 comments | 28 Aug 25 10:15 UTC | HN request time: 0.41s | source
1. layer8 ◴[28 Aug 25 15:25 UTC] No.45053386[source]▶
The only reason they wouldn’t be losing money on inference is if more costly (more computationally intensive) inference wouldn’t be able to give them an extra edge, which seems unlikely to me.