That most likely is for the case where they made their investment calculations wrong and they won't be able to recoup their hw costs. So I think it's safe to say there may be the outlier 3rd party provider that may lose money in the long run.

But the majority of them are serving at ~ the same price, and that matches to the raw cost + some profit if you actually look into serving those models. And those prices are still cheap.

So yeah, I stand by what I wrote, "most likely" included.

My main answer was "no, ..." because the gp post was only considering the closed providers only (oai, anthropic, goog, etc). But youc an get open-weight models pretty cheap, and they are pretty close to SotA, depending on your needs.