alt Hacker News> they make a ton of money on inference
So it is stated, but is it actually true? I am not convinced.
Besides, it's not as if they can suddenly stop training models, the moment you do that you've spelled a death sentence for profitablity because Google and open source will very quickly undercut a 15 year break even timeline.
Agreed, the revenues are big.. but very small next to the datacenter bills.. even if a fraction of which are being used for inference, it's hard to argue they even break even. That's before all the other costs (Super Bowl ads, billions in compensation).