“Let's say half of your compute is for training and half of your compute is for inference. The inference has some gross margin that's more than 50%.” — Dario Amodei
“The only thing that makes that not the case is if you get less demand than $50 billion. Then you have more than 50% of your data center for research and you're not profitable.” — Dario Amodei
Discussion of how AI companies will monetize transformative capabilities, including API pricing, value-based models, and the tension between research investment and profitability.