You would need to figure out what exactly they are losing money on. Making money on inference is like operating profit - revenue less marginal costs. So the article is trying to answer if this operating profit is positive or negative. Not whether they are profitable as a whole.
If things like cost of maintaining data centres or electricity or bandwidth push them into the red, then yes, they are losing money on inference.
If the things that make them lose money is new R&D then that's different. You could split them up into a profitable inference company and a loss making startup. Except the startup isn't purely financed by VC etc, but also by a profitable inference company.
One thing that makes me suspect inference costs are coming down is how chatty the models have become lately, often appending encouragement to a checklist like "You can check off each item as you complete them!" Maybe I'm wrong, but I feel if inference was killing them, the responses would become more terse rather than more verbose.
Slow as hell and the Safari search function stopped working. I loaded the same url on Firefox and it was insta-fast.
Something similar has been the case with text models. People write vague instructions and are dissatisfied when the model does not correctly guess their intentions. With image models it's even harder for model to guess it right without enough details.
If AI can't do this job, it probably can't do yours either.
https://www.bbc.com/news/articles/c722gne7qngo
Bottom line: AI has very poor grasp of reality --- because (surprise, surprise) it has zero real world experience.
Tesla's packs first produced in 2017/18 for the model 3 represented largely the industry's first mass produced packs that will largely fail naturally, not due to pack engineering issues (failed cells, leaks, cooling, etc...). Before that required a much higher pack replacement rate, and other manufacturers have the same issues.
But there actually IS good content on LinkedIn. It's professionals doing interesting work and posting about it. One user that springs to mind for me does UX for the automotive industry and posts concepts, designs, and experimentations. Its fun and fascinating to watch. And I think it has much more traction to the folks that matter than any post he could do about what his weekly grocery trip taught him about the creative process.
Maybe put another way, build a content brand and not a personality brand. You can still get meaningful, career changing traction. Or do what this author does and just set up your own small tent miles outside the fairground because that's what makes your soul happy. I love the indie web.
Imagine what the software industry would look like if an LLM could look at any completed software product, and a few weeks to a month later have made a perfect copy of it. It would totally kill any drive you have to make a product.
That's the current reality of hardware in the western world. About 5 or 6 years ago I developed a product that cost me $75 in parts per unit (probably $60 if I could get to scale). The Chinese counterparts competing in the same category cost $70. I needed to sell at $200 to make a profit.
People seems generally uninterested in fixing this too. Those $800 Chinese printers are extremely capable after all.