Being sarcastic here. The usual argument everyone brings up "inference is extremely profitable, checkmate AI skeptics!" while dismissing the black hole that is training.
Sort of? They have “cost of revenue” which is compute and salaries (and whatever) for serving inference, then “research and development” which is cost of compute and salaries for training, then “sales and marketing”, then “operations”. R&D is like half the expenses.
Compute is by far not the only cost associated with running a service, so, no?
Being sarcastic here. The usual argument everyone brings up "inference is extremely profitable, checkmate AI skeptics!" while dismissing the black hole that is training.
Are these inference & training profitability numbers broken out in the S1?
Sort of? They have “cost of revenue” which is compute and salaries (and whatever) for serving inference, then “research and development” which is cost of compute and salaries for training, then “sales and marketing”, then “operations”. R&D is like half the expenses.
Are they doing the standard SV thing of pretending employee stock comp is free?