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You and everyone else seem to assume on faith that OpenAI's ads revenue is going to dwarf their subscription revenue -- but you're being suckered. If you do the
by thereitgoes456 1y ago
You and everyone else seem to assume on faith that OpenAI's ads revenue is going to dwarf their subscription revenue -- but you're being suckered. If you do the math, you'll find it's not nearly as clear-cut as you think.
Not impossible, but not a given.
- famouswaffles 1y ago>If you do the math On the contrary the math makes it very clear. They need a free user ARPU of $11 to 12 per quarter to be profitable with billions to spare. That's a low bar to clear for a platform with 700M+ Weekly Active Users who are more personal with it than any Google search.