[kristianc]

Which is likely why they won't try. Trying to raise that much money from 20 large individual customers would be suicidal. At the scale they're talking about, you need billions of "customers".

Trying to embed themsleves into every enterprise workflow and taking a cut from it seems much more likely than them trying to invent the next killer app. ChatGPT is just the marketing arm which keeps them front of mind.