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serjester | 25 days ago

The vast majority of people don't need smarter models and aren't willing to pay for a subscription. There's an argument to be made that ads on free users will subsidize the power users that demand frontier intelligence - done well this could increase OpenAI's revenue by an order of magnitude.

This is going to be tough to compete against - Anthropic would need to go stratospheric with their (low margin) enterprise revenue.

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