S-1 says models released in the prior six months generated 80% of revenue over three months

Discussing the level of detail in the S-1 on model economics, one guest highlighted a figure showing that models released in the previous six months accounted for 80% of revenue in the last three months. He considered it one of the most useful figures in the filing.

In his view, the company may not provide much more detail on the margins of individual models. However, he said the information already disclosed on inference gross margins, training, cloud-service partners and revenue sharing was enough to understand the business broadly and how its economics might develop.