Insider tips from Google and AWS telling me that they run inference at a profit (though that was over a year ago now).

Dario telling Dwarkesh three months ago that they have a margin on inference: https://www.dwarkesh.com/p/dario-amodei-2?timestamp=3528.0

Are these sources not incentivized to say exactly this, regardless of whether it's true?

	▲	simonw an hour ago \| parent [-]
		The insiders tips? I don't think so, they were people I trust. They had all the incentive in the world to say "I'm not going to talk about that."