> I don't think anyone has a firm grasp on actual inference costs -- including the research and training that has gone into those models

We know roughly how much these companies spend and what their revenues are. Based on that, they'd have to more than double revenue (without spending more money) just to stay even, and that's not good enough given how deep in the hole they are.

> OpenAI and Anthropic are heavily subsidizing their inference -- no wait, they are charging the most they can get away with before going public. Where is the truth?

Both are true. I mean, I'd be willing to spend a bit more than I do now, but not more than double, and neither are most companies. The company I work for is currently investigating how to reduce LLM spend, not looking to spend more.