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by drob518 15 days ago
On the issue of the bubble, I’m right there with you, 100%. I’m not sure that “subsidized” is the right word for Anthropic’s or OpenAI’s pricing, though. I’d say it’s forward-priced. Supposedly, they have claimed that inference by itself is profitable; it’s the ongoing training that is not. I don’t know what nuances apply to that, however.