[anonylizard]

Its a gigantic bet on user stickiness in AI, and the monetizable value of AI users who don't pay for subscriptions. Aka low-end consumers vs high-end consumers.

Nvidia and AMD were low-end vs high-end. In the end Nvidia won a total victory by ditching low margin distractions like building GPUs for consoles, and focused solely on higher end PC GPUs that could dually act as accessible research chips.

[NoahZuniga]

No its not, its a bet on AI replacing workers. Almost all the value isn't going to be from users paying $20 or even $200 per month, but companies paying millions to billions of dollars for the api.