Yeah it's very murky, but if they're arguably profitable under some definition of profitable, then it's ridiculous to claim there's "no path to profitability"

Especially if you assume that 6 months ago they weren't very close to this version of profitable

Sure, if you think there is even a small chance that OpenAI and Anthropic will get to AGI, it's practically a bargain.

They don't seem too far off to me.