Solid q. I think the part of it is that it’s really easy to attract some “mass” (capital) of users, as there are definitely quite a few of idle Macs in the world.

Non-VC play (not required until you can raise on your own terms!) and clear differentiation.

If you want to go full-business-evaluation, I would be more worried about someone else implementing same thing with more commission (imo 95% and first to market is good enough).

I think the point they’re making though is that the numbers seem too good to be true.

ie. Does anyone know the payback time for a B100 used just for inference? I assume it’s more than a couple of months? Or is it just training that costs so much?