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lmmtoday at 8:32 AM1 replyview on HN

Amazon had a clear business model. They had positive gross margin from, if not day 1, then pretty close to it.

I remain skeptical of Uber.

Sure, maybe OpenAI and Anthropic will make it work. It's not impossible. But it's far from guaranteed.


Replies

aurareturntoday at 11:26 AM

OpenAI and Anthropic have positive gross margins for inference.

Uber generates about $1b in profit yearly now.