But all the open-weight players make money right now. Google (Gemma), Alibaba (Qwen), z.ai (GLM), minimax.io (Minimax) - they all have hosted offers and sometimes closed-weight max versions.

And the fact that the open-weight as well as cheaper tier 2 offers exist both place a ceiling on the prices the SOTA companies can demand - and as far as we know current prices don't even fully pay for inference alone already, at least not for OpenAI.

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aurareturn 2 hours ago | parent [-]

Are they profitable on their LLM training?

It's not clear. Z.ai is definitely not profitable.

	▲	atwrk an hour ago \| parent [-]
		To my knowledge none of the players is even profitable on inference, though Google probably is, considering the continuous release of papers around kv cache optimizations, mtp etc.