OpenAI, Anthropic, and Microsoft/Meta/Google are all at a net negative on AI (i.e. they're "demonstrably" losing money). So it is objectively true. If everyone is losing money, and nobody is profitable, then it is a demonstrable fact.
As far as I know, the only "AI" venture currently in the green is Nvidia, and they're selling shovels to gold miners.
Neither of which ever goes away. These aren't short term costs, they're the costs of running their business, and it isn't profitable.
> The claim of the video is that they're losing money just serving current AI models.
Which is true. Every one is losing money, none are profitable. They're losing money serving current AI models.
> There's just no evidence of that.
Their own profit/loss statements are "evidence of that." According to these companies themselves, they're at a net loss every quarter. So it isn't clear what more "evidence" people need or expect.