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Tuna-Fish 2 hours ago

Why on earth would AI labs be bragging about how little the product they sell actually costs them to make? You don't want to do anything that reduces it's perceived value to the user, that might make them less willing to pay for it.

Also, inference costs are bound to go way down with more optimized architectures. GPUs are fundamentally not great at inference. No platform where the weights are streamed from a large pool of memory is. If the models ever quiet down, there will be massive step changes in cost/token, energy/token and tokens/second, as models are etched into silicon ala https://chatjimmy.ai/

golem14 2 hours ago | parent [-]

Why would any company brag about their margins ? Yet they do, to attract investors.

Tuna-Fish an hour ago | parent [-]

The key AI labs are not public companies, they are at liberty to brag about their margins to potential investors in private.

bwhiting2356 an hour ago | parent | next [-]

this is changing soon

joelthelion 24 minutes ago | parent [-]

Not really, how much of a public company are you when 5% of your capital is public ?

SiempreViernes an hour ago | parent | prev [-]

And investors will leak such claims quickly enough that this reasoning cannot plausibly hide big secrets.