How are OpenAI, Anthropic balancing spend on training v inference? #inference #ai #openai #anthropic

They're going to have to have certain revenue milestones that they need to hit in order to continue to exist. Break down your split so that you can hit those revenue milestones whilst also, you know, leaving enough cash to be able to invest in the, you know, invest in the future. Yeah. That would be how I think about it. Because I promise you, if they go to the IPO and the numbers aren't right, yeah. people talk about a bubble or you see a bubble of epic, disproportionate levels, if they go into IPO and the numbers are not right and the margins are not right, and people are starting to question the return, you can you can forget about the whole thing.