eneje

Delusion.

They will invest in efficiency as they have been whilst compute comes online.

Wow you guys are dumb!

Thing is it’s not working now.

They stupidly used up this strategy earlier and now it’s turned into the boy who cried wolf - except they invented a wolf that doesn’t naturally exist.

Yup they neeed to buy time.

Inb4 inference is profitable.

Ok? And?

After reinvestment etc - what’s happening to the cash balance?

That’s the real question. With increasing competition from open source the revenue growth rate and margins will get smashed.