> all of whom are spending money on AI models Real money, or credits? I also contract in the startup space, and many of these startups have pretty much their

> all of whom are spending money on AI models Real money, or credits? I also contract in the startup space, and many of these startups have pretty much their entire infra bill covered by AWS/Azure/GCP credits, and all of their AI spend covered by Anthropic/OpenAI credits. Theoretically they'll spend real money on those things down the line, assuming they find product-market fit, but who knows how many of the current crop of startups will reach that point