> 100M growth in two months suggests literally every single human being on Earth would benefit from using this all the time, and it’s just a matter of enabling them to.
Only about 5% see enough value to drop $20 a month... It's like VR and AR, if people get a headset for free they'll use them every now and then, but virtually nobody wants to drop money on these.
It's about a 5% conversion rate but here are some things to remember:
1. They're haemorrhaging money even on paying customers, even at the $200/mo subscription level
2. 5% conversion rates are pretty dismal for what AI is purported to be - IE if you're a free user and it's able to replace everything you do for free why pay for it? If it's not able to, why pay for it? If it's truly amazingly transformative you'd similarly expect huge buy-in from people swarming to use this amazing new tool.
Only about 5% see enough value to drop $20 a month... It's like VR and AR, if people get a headset for free they'll use them every now and then, but virtually nobody wants to drop money on these.
LLMs have already been commodified