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> healthy profit margin (as near as we can tell from the outside)

Ugh we still don't know if this is true and it's nearly impossible to calculate without a full understanding of the real CAPEX cycle. Stop spreading these rumors until we know for sure.

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SemiAnalysis estimates their profit margin to be 70%. To be losing money on inference implies that their costs are almost 4X higher than SemiAnalysis has calculated. That's not credible.

I don’t see how they could credibly estimate inference costs without knowing the model size.

But we do have a reasonable estimate of model size.

You can estimate the model size by looking at tokens per second and comparing to open source models

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