>> If we didn't pay for training, we'd be a very profitable company.

> ICYMI, Amodei said the same

No. He says that even paying for training a model is profitable. It makes more revenue that it costs - all things considered. A much stronger claim.

I take them to be saying the same thing — the difference is that Altman is referring to the training of the next model happening now, while Amodei is referring to the training months ago of the model you're currently earning money back on through inference.

Maybe he means that but the quote says “We're profitable on inference.” - not “We're profitable on inference including training of that model.”