But explain to me how these companies will recoup these costs outside of increasing inference pricing?
Their business model is selling inference but the training and other costs have to be accounted for somehow. Unless I'm missing something obvious, inference costs must go up drastically if these companies are going to survive beyond the subsidy stage.
Sell more. The hope is that there is a huge addressable market that includes huge per-worker demand in almost all white collar work and lots of inference in people's private lives
If that doesn't work, then yes, then prices will have to go up