> the income from selling access to the model has overcome the costs of training it.

Citation needed. This is completely untrue AFAIK. They've claimed that inference is profitable, but not that they are making a profit when training costs are included.

Independent farmers in less-than-rich countries rent large harvesting machinery from common pools.

Source: me. I live amongst them.

If you want to find who started the rumor, look for who took the 60 tons. That requires machinery which requires planning

No. Also, irrelevant.

I figure it's at least a couple of years until the Great Disappointment sets in. When you've been investing half a trillion a year with no realistic hope of a descent ROI, you'll do anything you can to not admit your error.