Great technology, but $20-$200 a month technology, with a lot of people going for free options. Like the telecom industry. Average is probably going to be like a phone bill. Basically: you can become Verizon or AT&T or T-Mobile. $450 billion a year in revenue. A superb business, but merely a superb business.
Yeah, I think a crisis in unavoidable.
Great technology, but $20-$200 a month technology, with a lot of people going for free options. Like the telecom industry. Average is probably going to be like a phone bill. Basically: you can become Verizon or AT&T or T-Mobile. $450 billion a year in revenue. A superb business, but merely a superb business.
Their valuations arent based on the 20-200 subs but enterprise customers
So, for OpenAI 60-100 instead of 20-200. It seems pretty much the same.