Re:The AI boom is causing shortages everywhere else
by lopis on Sunday February 08, 2026 @03:19AM
(#46932411)
And let's not forget that for the bubble to sustain itself, people would currently use different LLMs would need to create a separate account in each one. There's absolutely no way most people will be paying more than one LLM unless they have a lot of disposable income.
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.