Comment by torginus
15 hours ago
Was this a good idea to share this, financially speaking?
This implies that the TAM of the $200+ subs is 20m people, translating to $4B/mo or $48B/year.
15 hours ago
Was this a good idea to share this, financially speaking?
This implies that the TAM of the $200+ subs is 20m people, translating to $4B/mo or $48B/year.
I think it could be read as the opposite. Could be read as: "We still have 6B people that could use a subscription"
yes, 1 billion in india can't wait to pay 100x their monthly wages to a chatgpt subscription, maybe it will help them make the recycled flip flips better
Current reality and current numbers are totally irrelevant. This whole business model bets on people believing that TAM at the scale of whole human population is right behind the corner, just one more SOTA model, just let us get to AGI and you will see.
Guys are milking investors and try to manipulate gen pop and governance systems to ride this illusion for as long as possible, with fear mongering and weird “we see miracles in the lab” posts like the OP, which you read on a regular basis over the past N years.
Saying this as a paying customer from that 20m segment.