[dzhiurgis]

> big players are struggling to show meaningful revenue from the investment

ChatGPT's $10b per year is not insignificant tho.

[bigfatkitten]

It is when compared with their capex, and where is that revenue coming from? It’s predominantly coming from other AI hopefuls incinerating capital.

[dzhiurgis]

> where is that revenue coming from?

800M active users aka 10% of worlds population.

[bigfatkitten]

Of which a small minority are paying subscribers.

[dzhiurgis]

Math says about 10%