> There just isn't enough compute right now to realize the larger monetization strategies.

How can this be relevant? Why isn't the compute we have available right now sufficient for turning a profit?

Is this another one of those "We lose money on each sale but make it up in volume" things?

I mean, if much much larger investments are needed before current LLM providers can turn a profit, that's not a good indicator that they have any sort of sustainable business, is it?