They must have done the math to show even if you peg Kimi K3 generating 24 hours a day for an entire month it doesn’t exceed 10k in opex? Very interesting.
That or Backblaze business model where they are betting that most costumers won't utilize more than their profitability ceiling
I believe it is the former though
Imagine a kebab shop with a fixed capacity of producing one kebab per day with $1 COGS. They sell a package for "unlimited kebab" to exactly one person for $8 per week
At worst they will be gaining $1, the profit is when their singular costumer doesn't feel like eating kebab that day
Quoting Linus (the plane guy, not Torvalds) that's just a simple girl math but you got the gist
I believe it is the former though
Imagine a kebab shop with a fixed capacity of producing one kebab per day with $1 COGS. They sell a package for "unlimited kebab" to exactly one person for $8 per week
At worst they will be gaining $1, the profit is when their singular costumer doesn't feel like eating kebab that day
Quoting Linus (the plane guy, not Torvalds) that's just a simple girl math but you got the gist