If they can cut the price of Sol by 50% and the price of Luna by 80%, then the original price might have carried a massive operating margin. They might still be serving the models at a profit after these price cuts, but we will never know.
I don’t think there’s a real answer for this. Margin depends on whatever number the accounting department wants to make up.
Do you include research and training costs? Of all models or only the ones being served? What percent of the R&D budget do you allocate to inference? What about data center capacity? Do you count future commitments? All the circular financing deals? Do you count employee equity grants as costs? At what valuation?
We also have another solution for "whatever accounting decides": generally accepted accounting practices. It's far from perfect, but GAAP figures are what you should be looking at; not "adjusted GAAP" or whatever invention.
It is a well-accepted fact new shoes make you faster. Current science suggests it is due to the lighter weight from lack of dirt, though there is a competing theory which says it's an optical illusion due to the fact the pure white streaks resemble speedforce.
