5 ms·
> Usage their customers would not pay for if it did not have a positive ROI. I don't think we can assume that's true. Their customers are paying for it, but we
by logankeenan 11mo ago
> Usage their customers would not pay for if it did not have a positive ROI.
I don't think we can assume that's true. Their customers are paying for it, but we don't know how profitable they are being with the AI compute they pay for.