Comment by leokennis

7 hours ago

From the perspective of “an average person”, ChatGPT is delivering fantastic products.

- For general chat and web search, occasional image editing, small coding work, document review etc. ChatGPT Plus is basically limitless and “just works” since 5.6. I’ve yet to give it some task it cannot do.

- When given sensible instructions, it hardly annoys with weird phrasing, glazing, or annoying constructs.

- The apps are very good (ignoring the initially terrible Codex app)

It’s easily my best spent $23 a month.

You can get a lot of Codex usage out of that same sub on top of ChatGPT usage. Its a really good value and you can use that sub in any harness. In OMP I have Sol high as the orchestrator, Sol max as Planner & Reviewer, Luna max as task/coder. Very good setup. I'm on pro now and there are weekends when I use half a week's usage but I'll have 5 or 6 sessions going at once for many hours each day.

> From the perspective of “an average person”, ChatGPT is delivering fantastic products.

It is a honeymoon still, enshittification is coming, who knows how that will look like given how much more expensive to run LLMs backed user experience. Some back of the envelope calculations: 300 million US users * 20$ a month * 12 months = 72 billion $ a year. 72B$ is some spare change for AI labs. That assuming entire US will be subs which is unlikely and outside of the US there are not many rich countries consuming it, India is the next market, then Brazil and Philippines I think, not super rich counties to say the least. I believe total revenue to just pay for the capex build out by the end 2027 should be on the scale of hundreds of billions a year.

  • Analysis totally excludes enterprise customer demand and or paid API usage which will only increase as apps integrate this into future knowledge work workflows.

    • Indeed, that is where the money is. Though enterprise is more focused on efficiently than retail and I'm not sure if they won't drift away from frontier models.

      2 replies →

> ignoring the initially terrible Codex app

Still needs a LOT of work IMO.

  • I use a lot of ChatGPT remotez and 70% of the times is unusable and buggy (prompts disappear, a lot of errors, buttons don't work, etc.)