[Gerardo1]

On the provider end, yes. Not on the consumer end.

These are business customers buying a consumer-facing product.

[crazygringo]

No, on the consumer end. The whole point is that the 5% profitable is going to turn to 10%, 25%, 50%, 75% as companies work out how to use AI profitably.

It always takes time to figure out how to profitably utilize any technological improvement and pay off the upfront costs. This is no exception.