[koliber]

Is it capex of training new models and hiring people for 250mln pay packages? Or is it opex running inference?

[layla5alive]

Salaries are opex

[koliber]

I’m not an accountant and what you’re saying is probably right. However, if you hire an engineer to do R&D, build systems, and take R&D tax credits, it “feels” like capex.