Hard for me to reconcile the idea that they don't have enough compute with the idea that they are also losing money to subsidies.

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anthonypasq 7 hours ago | parent | next [-]

they clearly arent losing money, i dont understand why people think this is true

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smt88 7 hours ago | parent [-]

People think it's true because it is true, and OpenAI has told us themselves.

They (very optimistically) say they'll be profitable in 2030.

	▲	Capricorn2481 7 hours ago \| parent [-]
		They're saying Anthropic doesn't have enough compute, not OpenAI. They said OpenAI specifically invested early in compute at a loss.

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Glemllksdf 7 hours ago | parent | prev [-]

They are loosing money because the model training costs billions.

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ACCount37 7 hours ago | parent [-]

Model inference compute over model lifetime is ~10x of model training compute now for major providers. Expected to climb as demand for AI inference rises.

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Glemllksdf 7 hours ago | parent | next [-]

For sure and growth also costs money for buying DCs etc.

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howdareme9 7 hours ago | parent | prev [-]

They are constantly training and getting rid of older models, they are losing money

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ACCount37 7 hours ago | parent [-]

Which part of "over model lifetime" did you not understand?

	▲	adgjlsfhk1 2 hours ago \| parent [-]
		That's not a sufficient condition for profitability if both inference and scaling costs continue to increase over time.