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nickff
13 days ago
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The time bomb in the tax code that's fueling mass ...
Only external LLM use is ‘always deductable as op-ex’. If you build your own server farm and/or developer your own LLM, those are capital expenses which must be depreciated.
walterbell
13 days ago
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What percentage of LLM use is based on internal purchase of $30K H100 GPUs? OpenAI projected 2025 revenue is $12B.
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