They are already growing massively right. I saw the user growth from May was up massively. So it’s not much of an assumption of something changing, just a continuation of the same.
They are already growing massively right. I saw the user growth from May was up massively. So it’s not much of an assumption of something changing, just a continuation of the same.
I guess my broader point is that there will undoubtedly be a bunch of churn as these models advance and a pricing war takes place. Specially if the open models continue to advance at a similar rate (e.g., Llama, Deepseek, Qwen)
We've seen this in many industries where it's a duopoly / oligopoly or even more players where margins get really squeezed