Ross Hendricks(@Ross__Hendricks):Reminds me of all the shale CO’s from 2012 - 2019 reporting 40-50% profit margins on their individual wells, even as they burned billions of dollars each year drilling new wells to replace the old ones Many of those companies ended up in chapter 11

2026.08.16 20:10

Reminds me of all the shale CO’s from 2012 - 2019 reporting 40-50% profit margins on their individual wells, even as they burned billions of dollars each year drilling new wells to replace the old ones Many of those companies ended up in chapter 11

simp 4 satoshi@iamgingertrash

2026.08.15 22:34

Serving inference is *not* high margin For demand to accrue to *your* model, you need to train the next gen. It’s only high margin until the next gen comes out Margin on GPT3 is useless once GPT4 is out Profitable via accounting tricks

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