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A comment on I'm Not Convinced the AI Bubble Exists. Parent comment
Estimated user share: Free 60%, Plan 35%, Consumption/API 5% Estimated revenue share: Free 0%, Plan 21%, Consumption/API 79%
So, in other words, almost all revenue comes from a small group of (B2B) customers.
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Estimated user share: Free 60%, Plan 35%, Consumption/API 5% Estimated revenue share: Free 0%, Plan 21%, Consumption/API 79%
So, in other words, almost all revenue comes from a small group of (B2B) customers.