My thoughts exactly. I also believe that subscription services are profitable, and the talk about subsidies is just a way to extract higher profit margins from the API prices businesses pay.
My thoughts exactly. I also believe that subscription services are profitable, and the talk about subsidies is just a way to extract higher profit margins from the API prices businesses pay.
Google stated a while back, that with tpus they are able to sell at cost / with profit.
Aka: everyone who uses Nvidia isn't selling at cost, because Nvidia is so expensive.