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Copilot/etc are also sold at a loss so GPU prices are really not priced in correctly yet for end users.

Nat Friedman has tweeted that this is false.

Any reference for this? I would have guessed Copilot and Tabnine were both making money.

They are, the WSJ were speculating and people ran with it. Nat Friedman said Copilot is profitable: https://twitter.com/natfriedman/status/1712140497127342404

Wow, I hope MS doesn't end up making it worse to keep the same pricing. I mean open source models and other closed competitors are both catching up at incredible speeds, but for now Copilot is extremely convenient and I'd pay 2x if the price were to increase to keep the same quality or to increase it.

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