Docs: OpenAI and Anthropic have projected profitability to investors with and without training costs, and report inference costs exceeding half of their revenue
Silicon Valley's hottest startups have the same challenge: funding giant computing costs — OpenAI and Anthropic …
Something else about this news struck me...we typically think of companies as becoming self-sustaining entities bc they build a product that satisfies some demand. What if that demand is ONLY to be part of building AI tech? As in, can continual investment be a self-sustaining
Every generation of start-ups has its own fuzzy math. — Groupon had ACSOI (earnings excluding very high marketing costs) — WeWork had a similar “community adjusted Ebitda” — I guess OpenAI and Anthropic have earnings excluding training costs (which are very very high) www.w…