Forget profitability, the major Western LLM providers still have profoundly negative gross margins. What would that 800M userbase look like if free tier users had to pay the bill for inference and training costs?

I think it will only be economically sound as a business if you're Google and can start serving ads OR when we switch over from GPUs to wildly more efficient TPUs/ASICs

All the data center CapEx is going into compute that will be obsolete once that happens