Re:CoreWeave bond yield tops 16% as AI credit stress rises
by incrudible on Tuesday November 10, 2026 @04:48PM
(#50446770)
If you'd carefully read the article, you'd notice a sentence like this:
"Sales and marketing includes compute for free access to the service"
It's safe to say that free inference is not profitable, but some back of the napkin calculations will show that getting an order of magnitude more tokens out of a subscription than the API price is not profitable either. Nobody else offers anything close to that much compute for the price, except OpenAI, which is running the same advertising strategy. If this was profitable, you'd have a a cottage industry of compute re-sellers selling plans for access to comparably-sized open models at similar token volume for a similar price.
"Sales and marketing includes compute for free access to the service"
It's safe to say that free inference is not profitable, but some back of the napkin calculations will show that getting an order of magnitude more tokens out of a subscription than the API price is not profitable either. Nobody else offers anything close to that much compute for the price, except OpenAI, which is running the same advertising strategy. If this was profitable, you'd have a a cottage industry of compute re-sellers selling plans for access to comparably-sized open models at similar token volume for a similar price.