alt Hacker News60%+ margins according to numbers which are not published publicly and have not AFAICT been audited.
Could they be accurate? Sure, I think people who claim this is impossible are overconfident. But I would encourage anyone who assumes they must be right to read a history of the Worldcom scandal. It's really quite easy for a person who wants to be making money (or an LLM who's been instructed to "run the accounts make no mistakes"!) to incorrectly categorize costs as capital investments when nobody's watching carefully.
Any materially false public statement by one of the foundation lab CEOs is a huge foot fault. I'm not saying they would never lie, but it would be a very, very dumb thing to do. That public information can be relied on by their private (very powerful) investors. I think if you're hearing these numbers ballparked in public settings, they are, as a prior, directionally accurate.