alt Hacker NewsYou assume that openai's inference is profitable and that they aren't just trying to bolster revenue before their IPO.
The only indication that openai is profitable comes from openai (whom I wouldn't trust with any statement, especially when it comes to profitability).
In fact there is evidence that inference is not profitable simply because the rate of losses doesn't seem to reduce as revenue increases: if inference had great margins, we would expect that as revenues increase, the amount of spend on training reduces as a fraction of total expenses. Since the loss-making fixed costs shrink as a fraction compared to the profitable inference, we should expect profitability to rise with total revenue.
However, all leaks of openai's numbers seem to suggest the opposite: as revenues increase so do the losses.
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I don’t pay OpenAI’s bills - I pay what they charge me. Their cost accounting isn’t relevant to a user.
The indication that OpenAI's inference is profitable is that 3rd party providers host large models for cheaper.
Given that OpenAI is ahead in intelligence, it's also reasonably likely that they are at the frontier of efficiency too.
Your "evidence" for OpenAI's inference not being profitable is apparently based on leaked financials supposedly showing growing losses for reasons entirely unknown.
With their research, training, data centers, chip development, and hardware product development, there seem to be a number of reasons that might explain growing losses.