> You think google is actually bleeding money on AI? they are funding it all with cash flow and still have monster margins.

They can still be "bleeding money on AI" if they're making enough in other areas to make up for the loss.

The question is: "Are LLMs profitable to train and host?" OpenAI, being a pure LLM company, will go bankrupt if the answer is no. The equivalent for Google is to cut its losses and discontinue the product. Maybe Gemini will have the same fate as Google+.