Yes, but that's what's relevant, right? If I create a service, I don't really care if OpenAI makes a killing or is subsidizing my cost with venture capital, what matters to me is how much I pay to OpenAI, and how much revenue my service generates.

It's relevant as far as the providers of said LLM inference could always swoop in, undercut you and take your business if they feel like it. But they could do that anyways, no matter if they do it at a profit or not.

This assumes the service developer adds no value to this process. Because otherwise its like saying nVidia can swoop in on EA's business.

Edit: s/App/service.