I tend to rough-estimate it based on known compute/electricity costs for open weights models etc., but what evidence I do have is loose enough that I'm willing to believe a factor of 2 per standard deviation of probability in either direction at the moment, so long as someone comes with receipts.
Subscription revenue and corresponding service provision are also a big question, because those will almost always be either under- or over-used, never precisely balanced.
I tend to rough-estimate it based on known compute/electricity costs for open weights models etc., but what evidence I do have is loose enough that I'm willing to believe a factor of 2 per standard deviation of probability in either direction at the moment, so long as someone comes with receipts.
Subscription revenue and corresponding service provision are also a big question, because those will almost always be either under- or over-used, never precisely balanced.