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Probably the first two, plus first-mover brand recognition. Millions of $20 monthly subs for GPT4 add up. They might also be operating at a loss afaik, but I
by SkyMarshal 3y ago
Probably the first two, plus first-mover brand recognition. Millions of $20 monthly subs for GPT4 add up.
They might also be operating at a loss afaik, but I suspect they're one of the few that can break even just based on scale, brand recognition, and economics.
- michaelbuckbee 3y ago$20/mo subs which is also the lead in to also unlocking paid API access.
- sarchertech 3y agoI haven’t heard any evidence that they have millions of Plus subscribers. I’ve seen 100 to 200 million active users, but nothing about paid users from them. The surveys I saw when doing a quick google search reported much less than 1% of users paying.
- SkyMarshal 3y agoYeah I don't know what the actual subscription numbers are, would be surprised if OpenAI is publishing that info.
- saminaustin 3y agoRevenue runrate is over a billion a year now. https://seekingalpha.com/news/4007459-microsoft-backed-openai-said-to-surpass-1b-revenue-run-rate https://seekingalpha.com/news/4007459-microsoft-backed-opena...
- sarchertech 3y agoMy guess is that’s mostly API users not chatgpt plus users. I’m also very curious how much of that money is VC money coming from startups trying to build their customer base, vs how much actually sustainable.