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Comment by gretch

1 day ago

It's neither of these options in this false dichotomy.

100M people signed up and did at least 1 task. Then, most likely some % of them discovered it was a useful thing (if for nothing else than just to make more memes), and converted into a MAU.

If I had to use my intuition, I would say it's 5% - 10%, which represents a larger product launch than most developers will ever participate in, in the context of a single day.

Of course the ongoing stickiness of the MAU also depends on the ability of this particular tool to stay on top amongst increasing competition.

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gretch

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oblio  16 hours ago

Apparently OpenAI is losing money like crazy on this and their conversion rates to paid are abysmal, even for the cheaper licenses. And not even their top subscription covers its cost.

Uber at a 10x scale.

I should add that compared to the hype, at a global level Uber is a failure. Yes, it's still a big company, yes, it's profitable now, but I think it was launched 10+ years ago and it's barely becoming net profitabile over it's existence now and shows no signs of taking over the world. Sure, it's big in the US and a few specific markets. But elsewhere it's either banned for undermining labor practices or has stiff local competition or it's just not cost competitive and it won't enter the market because without the whole "gig economy" scam it's just a regular taxi company with a better app.