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>To me that sounds like a commercial success

It isn't because it's not making them any money. Having users doesn't mean you have a business. If you sell two dollars for one dollar having more users is not a blessing financially. Of course you could slap ads on it, like Google, but unlike Google openAI has no moat and there's already ten competitors. Competition eliminates profit and AI is being commoditized faster than pretty much anything else.






Do you think the cost won’t ever come down to make $20/month sustainable?

$20 a month does not warrant NVidias 3 trillion dollar valuation though.

NVidia's not selling LLM subscriptions, they're selling shovels in the goldrush. I don't think 3 trillion is a reasonable valuation either, but NVidia's applications extend way beyond consumer and they've effectively become the chokepoint for any application of AI

>unlike Google openAI has no moat

what was Google moat?

>and there's already ten potential competitors. Competition eliminates profit and AI is being commoditized faster than pretty much anything else.

we're discussing NVDA. Where are its competitors? ChatGPT having 10 competitors only makes things better for NVDA.

>Competition eliminates profit

Competition weeds out bad/ineffective performers which is great. History of our industry is littered with competition taking out bad performers, and our industry is only better for that. Fast commoditization of AI is just great and fits the best patterns like say PC-revolution (and like it i think the AI-revolution wouldn't be just one app/user-case, it will be a tectonic shift instead).




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