[saxenaabhi]

Still, it's only 40bn per year divided by 3b so equal to around 15$/person/year

Isn't that super cheap? Just think of the revolutionary impact it would have on education, health, work etc.

I don't understand how anyone can call it a bubble.

[bparsons]

I think the question is whether people are willing to pay for an LLM when there are equivalent or good-enough free competitors available.

One could argue that LLMs will change the world, but that doesn't guarantee that LLM companies will capture any of that value.

The additional rub is that the paying power users are arguably costing these companies more money than the free users.

[monooso]

> I don't understand how anyone can call it a bubble.

Perhaps because in this scenario, even after (only) an additional $40bn a year for the next 5 years, OpenAI will still be losing money.