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this post was submitted on 16 Jun 2026
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"cost of revenue" sounds like "cost of goods sold" in a business with tangible products. Rather. It cost $6 of cloud to sell that $34 service
R&D can probably be amortized over the lifetime of the product, in this case the model's useful sellable lifetime. But a chunk of that is renting compute from MS and the bill's due.
Doesn't sound any more fishy than any other business throwing $b around.