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> serving models is very profitable (70%+)

All your argument hangs on this.

I see no evidence of this being true.



https://www.seangoedecke.com/ai-inference-is-obviously-profi...

https://www.mindstudio.ai/blog/anthropic-inference-margins-7...

its even higher depending on the model, how optimized it is, and the chips!

I wouldnt die on this hill


This is not evidence. This is random people speculating on Anthropic's margins without any real evidence.

Just because it is on some blog post, it does not make it true.

I wasted the time to read the first blog post. It considers 100% utilization over the course of years to calculate an estimation, and it did not consider depreciation for the model itself. That thing is extremely extensive to create, and after a relatively short amount of time is considered outdated.


How much work did you go into looking for evidence?




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