rofl, and I am the one that doesn't know what he is talking about.
> Deepseek has low prices and despite that their profit margin at the beginning of this year was a whooping 82.9%. Since then, they have significantly raised prices.
DeepSeek increased prices substantially not long ago. I find their profit margins hard to inspect considering I have very little idea what sort of environment they may get in China (from cheaper energy to government subsidies). I honestly doubt you have any insight here as well.
> You can actually check the approx. financials of OpenAI and Anthropic.
No you can't. They are not publicly traded, and they constantly and selectively leak bullshit metrics, from extremely unclear ARR, to extremely deceiving EBITDA. You willingly eat their bullshit and call me a picky eater in return.
> There is no reason to believe why OAI/Anthropic wouldn't have a much better profit margin than DS, taking into account a much higher prices.
I see no reason to believe (much less any actual evidence) that OAI or Anthropic have any path to profitability.
If inference (particularly for subscriptions) was in anyway as profitable as you claim today, they wouldn't need private investment rounds like crazy nor they would be desperate to offload this hot potato in an IPO.
82% margins lol. Are you telling me that if you created a machine that turns 1 dollar in 5 what you would do is dillute your ownership of the machine instead of using these fabulous profits to expand the business?