"Profitable on inference". Isn't that exactly the same a physical business saying "our widgets have a marginal cost of 95 cents to make, and we can sell for a dollar, so we're profitable, as long as you forget we have a $92 kajillion loan on the factory that has to be serviced."

It raises a chain of interesting questions: what if we pulled the plug on the expensive part (the training and associated infrastructure) in pursuit of making it economically viable?

- How much of the audience is using it based on the long-term promise? "It's still imperfect and annoying, but I want to be ready for when it finally turns into Lieutenant Commander Data." If the vendors said "this is what you actually get once the honeymoon ends", would customers still be satisfied with the product and pricing? - How do you stop the game of economic chicken? If Anthropic said "Fable is the last model we can offer (until we can pay down the costs to get there)", any competitor with a dime of runway left, will spend a cent of it on training and 9 cents advertising "do you want to be stuck with old tech?"