Comment by adidoit
2 days ago
LLMs have high utility for coding. The PMF is so strong that even with just coding i feel they will see an ARPU expansion beyond conservative assumptions.
There are adjacancies in white collar work like financial analysis that they will go after. All these will capture high ARPU usage.
Consumer is not their only path to revenue but it is probably the easiest to model. The enterprise play to automate and accelerate some white collar workers is a clear target not reflected here.
but with coding, the users are mercenary and will instantly switch to a model that is better. Less sticky compared to the consumer product
They've committed to spend an amount equal to the entire US defense budget just in October.
I swear on the crap I just pulled out of my ass that I'll spend 100 quadrillion dollars. Imaginary ones of course. Now pump my stock.
Seriously though, massive recession is on the horizon, no one is going to be spending squat.
I think you mean the US WAR budget! /s
They can get all the enterprise contracts they want but I don't think it will be enough