[rchaud]

Uber doesn't have to convert hundreds of millions of users to a paid plan - it was paid to begin with. Much easier to raise prices from a low base than to raise them from $0. When push came to shove, Uber also cut payments to drivers and replaced them with a tip screen. Is Nvidia going to accept tip annuities on ChatGPT responses instead of full payment on its chips?

Most importantly, Uber did not have fast-depreciating cars on its balance sheet - OAI meanwhile is planning to spend the GDP of a mid-size nation on owning fast-depreciating datacenters, which they deem necessary to cope with the demand for their services.