Tokens can be sold at profit, but 70% of compute expenditure goes to R&D and model training[0]. Inference needs to cover all of that as well as being profitable in a vacuum.
Inference compute is definitely scaling fast, but to scale RL, training and R&D compute also needs to scale hard. I don't think it's obvious that inference will overtake R&D/training, unless there's a reputable source that states that.