> All these improvement in a single year

> hard to argue against the value of current AI

> People are willing to pay $200 per month, and it is getting $1B dollar runway already.

Those are 3 different things. There can be a LOT of fast and significant improvements but still remain extremely far from the actual goal, so far it looks like actually little progress.

People pay for a lot of things, including snake oil, so convincing a lot of people to pay a bit is not in itself a proof of value, especially when some people are basically coerced into this, see how many companies changed their "strategy" to mandating AI usage internally, or integration for a captive audience e.g. Copilot.

Finally yes, $1B is a LOT of money for you and I... but for the largest corporations it's actually not a lot. For reference Google earned that in revenue... per day in 2023. Anyway that's still a big number BUT it still has to be compared with, well how much does OpenAI burn. I don't have any public number on that but I believe the consensus is that it's a lot. So until we know that number we can't talk about an actual runway.