[missedthecue]

The site doesn't suggest anything useful. It's more of a fun meme.

Building a datacenter that will produce hundreds of billions of dollars worth of tokens over a multi-decade life shouldn't surprise anyone that it's in the red in year 1 or 2. There's a lot of front loaded capex in this business. If someone built a tractor factory you wouldnt expect 1 year payback.

But the site sort of implies that these companies are selling tokens for less than it takes to inference them. As if this is some sort of COGS ledger. Especially by throwing Nvidia in there. Don't take it too seriously.