That is a pretty major differentiator versus OpenAI/Anthropic. Public markets won't be kind to the amount of money Anthropic loses every quarter. I'm expecting for it be many *many* quarters before OpenAI or Anthropic get anywhere near profitable. They'll never be able to grow revenue fast enough to catch up with their current level of investment.
This is when I feel like OpenAI and Anthropic could be the Yahoo and AOL of this iteration of the internet. The center of the universe for a bit, but a limited number of days at the top.
I dunno... DeepSeek has much lower prices, yet still demonstrated substantial profitable inference compared to hardware rental costs.
It all depends how many billions are going to paying salaries...