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Re:OpenAI's cash burn will be one of the big bubble question... by shaky-carrousel on Wednesday December 31, 2025 @03:52AM (#46442518)
Paid user base or free user base? Because free user base on a very expensive product is next to meaningless.
Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @04:17AM (#46442627)
It's meaningful because it shows that people like the product a lot, and for a lot of different reasons. There are only few products that can reach such market penetration, not to mention in only three years. As the quality of AI increases, people will quickly realise that they are willing to pay for it as much as they pay for electricity. And the same goes for businesses.
Re:OpenAI's cash burn will be one of the big bubble question... by shaky-carrousel on Wednesday December 31, 2025 @08:20AM (#46443858)
They like the AI chat. Not ChatGPT. AI chats are interchangeable.
Re:OpenAI's cash burn will be one of the big bubble question... by throw310822 on Wednesday December 31, 2025 @10:41AM (#46445080)
Indeed, but in the end they all have to cover their costs. People are already getting real, measurable value out of them and they will be willing to pay for it like they pay for utilities. Though I'm not excluding that the AI companies will manage to create some kind of moat to keep their customers (such as personalisation, memory, etc.).
Re:OpenAI's cash burn will be one of the big bubble question... by gosub100 on Wednesday December 31, 2025 @09:24AM (#46444297)
Isn't that akin to a 1990s tech model like CompuServe or AOL? "Let's create this awesome environment where people will want to pay us for this wonderful service, we'll send them a CD in the mail to get them started withh a free month, then charge $0.30/minute. We'll make a fortune!"