I don't know how you can write down those numbers and come to the conclusion they sound reasonable at all. Corporations literally can't give this trash away for free without consumers being unhappy about it (eg. the Copilot malware infesting every aspect of Windows). ChatGPT had 800m MAU at one report, but that's a chat interface and free. Do you really believe over half of those users are going to convert from "free" to paying $60/mo for access to the chat interface, when all potential applications for actually improving their lives are failing badly? I think you are out of touch with the finances of non-tech-indsutry workers if you think they will.
I don't know a single person in my (non-tech!) life that doesn't use AI, shy of toddlers and geriatric people.
The famous MIT study (95% of AI initiatives fail, remember that one?) actually found that pretty much every worker was using AI almost daily, but used their personal accounts (hence the corporate ones not being used).
If you are brand new to the tech world, and this is your first new product cycle, the way it works is that there is a free-cool-we're-awesomely-generous phase, and then when you are hooked and they are entrenched, the real price comes to fruition. See...pretty much every tech start-up burning runway cash.
Right now they are getting us hooked, and like the dumbasses consumers are, they will become totally dependent and think it will stay this cheap.
I use AI frequently. I am frequently let down. Occasionally satisfied and very rarely impressed. My results seem typical for everyone else I know. It's a free and widely promoted tool that has the potential to be useful, of course people will use it. The features I find most useful, is not providing me new knowledge. It's formalizing something I wrote or summarizing some other text, that I am going to read anyway or can at least reference as needed and confirm the output. This is also where the local models Excel.
I also often see people post AI generated advice and answers that are simply incorrect in Facebook groups and get roasted with 100s of people chiming in on how you can trust ChatGPT.
I just can't see regular people are going to pay more than (NetFlix + HBO + Prime + WM+) for an AI subscription. I think you would see tons of competitors pop up if that were at all viable.
> actually found that pretty much every worker was using AI almost daily
What they found is that people search the Internet for things and an AI bot is right there. What they didn't find is people using Vibe coded apps, learning from AI or buying AI services. They did find companies buying AI services, but as an experiment. Also, blaming AI is easy when someone messes up and costs a customer or sale. The more that happens, the sooner the company stops experimenting. If that happens in a widespread way, then this bubble collapses.
A good way to think about it is that ChatGPT is well on its way to becoming a verb like Google did. Doesn't roll off the tongue as easily but in terms of brand awareness it feels ubiquitous.
> I don't know how you can write down those numbers and come to the conclusion they sound reasonable at all.
Half this board is in the most hyped echo chamber I’ve ever seen.
> ChatGPT had 800m MAU at one report, but that's a chat interface and free. Do you really believe over half of those users are going to convert from "free" to paying $60/mo for access to the chat
Even if these things worked great for everyone, the percent of free uses who convert to paid users is low single digits per cent. For OpenAI to have any chance of breaking even in the consumer space, they need to develop an ad biz that makes around 20-25% of G does. That's a tall order in that G doesn't make good dough from search anymore as SERP page clicks are down 80% with AI summaries being good enough for most.