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> they still need to make money off their investments

Depends on how you define this. Most of the top companies don't care as much about making a profit off of AI inference itself, if the existence of the -feature- of AI inference drives more usage and/or sales of their other products (phones, computers, operating systems, etc.)

That's why, for example, Google and Bing searches automatically perform LLM inference at no cost to the user.



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