alt Hacker NewsOpenAI has 800,000,000 weekly users but only 20,000,000 are paying while 780,000,000 are free riding. Should they by accident under provision then they could simply remove the freebee and raise the prices for the paying clients. But that is not what they want.
IMHO the investors are betting on a winner-takes-it-all market and that some magic AGI will be coming out of OpenAI or Anthropic.
The questions are:
How much money can they make by integrating advertising and/or selling user profiles?
What is the model competition going to be?
What is the future AI hardware going to be - TPUs, ASICs?
Will more people have powerful laptops/desktops to run a mid-sized models locally and be happy with it?
The internet didn't stop after the dotcom crash and the AI wont stop either should there be a market correction.
Replies
800M people are not using chatGPT every week. Be a little less credulous.
>OpenAI has 800,000,000 weekly users but only 20,000,000 are paying while 780,000,000 are free riding.
By itself, this doesn't tell us much.
The more interesting metric would be token use comparison across free users, paid users, API use, and Azure/Bedrock.
I'm not sure if these numbers are available anywhere. It's very possible B2B use could be a much bigger market than direct B2C (and the free users are currently providing value in terms of training data).