top | item 45478386 (no title) thereitgoes456 | 4 months 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. discuss order hn newest famouswaffles|4 months ago >If you do the mathOn 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.
famouswaffles|4 months ago >If you do the mathOn 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.
famouswaffles|4 months ago
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.