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Re:I'm Not Convinced the AI Bubble Exists by user43928 on Monday November 09, 2026 @12:50PM (#50428891)
In what sense did your test show no profitability?

I'm not sure if that is relevant here, but I've often seen people dramatically overestimate inference costs.

If we look at eg. https://inferencex.semianalysis.com/run/kimi-k31-pro-on-b300, it suggests that SOTA models are likely served in the API with profit margins in the ballpark of 98%.

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