Sure, but the dumb math winds up around $70b more a year in revenue per year with half their gpu output. Like it is actually kind of an absurd number if it’s true. They’re leaving essentially $30-40k on the board with each gpu they sell.

Unless it costs more than that figure to make a near frontier model and serve it, I can’t see how it wouldn’t be a slam dunk after a two or three year period.

They would even have extensive leg up in providing the most efficient inference on their own hardware.

This is all sort of in jest, but my point is, if the gold is real and all it takes is the shovels and money to hire people to use them, then it’s a big question as to why the shovel maker isn’t capitalizing.