Oh come on there are no “classic HN mistakes” here. Inference is profitable but bottom line is not yet. This is a very young industry and unlike those of the past, it’s much easier to picture a possibility of profitability. It’s absolutely different in that the marginal cost scales linear but solving for the R&D portion of a product where supply cannot keep up is a lot easier than some SaaS where the underlying product is not being used.

The salary jab was probably a little harsh.

Your ending is a bit of a fizzle too. There are many capex intense businesses that do just fine.