> Providers can just run them, offer cheap tokens, and pocket the margin.
There’s an assumption that you can spin up the infra and acquire customers within that margin
> There’s an assumption that you can spin up the infra and acquire customers within that margin
Only Nvidia and approved friends can at the moment. Nvidia can even backstop your loan required.
Which is not unreasonable. Just hosting it in the EU and promising not to retain / sell the data let's you charge a healthy extra and compete in many areas other players can't.