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Links? Kind of sounds like something you just have a gut feeling on.
The flaw with the metaphor is that you can study for leetcode, whereas supposedly(can't find a good source on this) you can't really study for an IQ test. I had a weak comp sci background when I started doing leetcode interviews and would struggle with questions. I spent several months studying CLRS, cracking the coding interview, etc., and now I would say I am fine at most problems up to medium complexity.
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I mean, this probably still matters a lot for startups given their shorter lifetimes, but it seems any large company(I'm thinking of, e.g. Apple, who has plenty of cash on hand) that's been around for a while could just wait it out? I am not familiar with corporate tax law and how deals are structured, but could you also defer revenue in the same way to offset(e.g. customers with a 5 year contract paying progressively more but keeping the same total $ amount to sync with your deductions)?
But I don't see a world where you can feasibly support the required infra of providing LLMs for your users with only hardware sales as a revenue stream. Their website specifically calls out that there is no subscription fee, so either they'll introduce one later or something else will need to be the other source of revenue.
OSS o11y platform built on clickhouse & otel.