yes, and theres no evidence that they arent (or can't) use profitable inference to subsidise those other expenses. Some companies will keep spending massively to train better models, and some other companies will not, and offer good api prices. Which will end up being used? That depends on whether the spending turns into better value models

> theres no evidence that they arent (or can't) use profitable inference to subsidise those other expenses

as far as we know there's no evidence that they can produce any profits at all