alt Hacker NewsThere’s also examples where this didn’t work. Moviepass for example.
Taxis were an established profitable business model and the uber subsidisation wasn’t anywhere near as much as AI subsidies.
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isubkhankulov • today at 3:26 AM
Disagree with your second paragraph. Uber/lyft subsidized into deep negative margin territory around ~2015 or so. Anthropic (and OpenAI) are subsidizing but not losing money on these consumer plans.
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Moviepass failed because they thought it's going to be like Gym membership - people buy and don't go, but guess what? People love going to movie theaters. On its own its not bad, see AMC Stubs, but AMC owns the theater, they sell you popcorn and soda. OpenAI an Anthropic is closer to AMC than Moviepass.