Dario said this in a podcast somewhere. The models themselves have so far been profitable if you look at their lifetime costs and revenue. Annual profitability just isn't a very good lens for AI companies because costs all land in one year and the revenue all comes in the next. Prolific AI haters like Ed Zitron make this mistake all the time.

Do you have a specific reference? I'm curious to see hard data and models.... I think this makes sense, but I haven't figured out how to see the numbers or think about it.

In his recent appearance on NYT Dealbook, he definitely made it seem like inference was sustainable, if not flat-out profitable.

https://www.youtube.com/live/FEj7wAjwQIk