如何看待AI实验室的经济账

how you should look at ai lab economics: can you acquire GPUs and run some software on them and sell it at a profit? how much cheaper does it get at scale? how much can you charge while still growing rapidly? the number here (the reported 80%) is worth understanding in isolation then you can ask is it worth eating some of this margin to grow faster? if we give 20% to channel partners like aws and google is that worth the additional capacity and demand? now separately, there's the question of R&D you could simply take the profits from above and use that as your budget and break even but it's a very competitive space and it's probably worth raising money to go way faster than you naturally could do training costs go up infinitely forever? or does it plateau where additional dollars don't move the needle if that's the case then you have to see when the GPU (and associated products) business will catch up. can you make a reasonable projection of that? remaining questions are how long can you defend that margin? is the market big enough that there's always room for an iphone even though android wins on market share? maybe you can't defend 80% but maybe 60% is fine obviously a lot of questions to get right but given enough smart people working on it every day, it's not unreasonable to see it working out too many people so certain it doesn't without even understanding these basics