[bgwalter]

Where does the statement that "inference is profitable" come from? Several sources say they are burning cash, I'll quote the most reputable one:

https://www.ft.com/content/3c8cf028-e49f-4ac3-8d95-6f6178cf2... (Jul 25 2025)

"Despite their rapid growth, neither Anthropic or OpenAI is close to being profitable, with both burning cash to pay for the huge amount of computing power needed to train their models. They also face increasing financial demands in a fierce war for talent which has been accelerated by Meta chief Mark Zuckerberg offering top researchers packages of $100mn in recent months."