It's hard to say because of the compute requirements. Over time, local models will become much more efficient and "good enough" for most use cases. But for a t

It's hard to say because of the compute requirements. Over time, local models will become much more efficient and "good enough" for most use cases. But for a time, boundaries will be pushed that require more compute and they may be a good service to provide that. The hardware is so expensive I imagine their margins can't be very good though. I'd be interested to see their business plan, because the current version of OpenAI in terms of what it offers doesn't seem to be that compelling when extrapolated out 5 years without some other innovative products. I honestly think Apple will dominate the personal AI angle once they get there. What's left is business and that will be more competitive.