I did clearly say "my impression is". And you have no evidence to the contrary. We don't even reliably in w how many subscribers Vs enterprise customers they have. And the OpenAI leak doesn't even cleanly say that inference is profitable from what I can tell... The better evidence that it probably is are the prices charged by open weight model providers.
Fair enough, there is not strong specific evidence to the contrary except about overall inference being profitable for OpenAI (as well as the open weight model providers hosted throughout the world).