this post was submitted on 28 Sep 2024
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It seems that the ~$3.7 billion revenue figure is from this NYT article.
Some interesting background:
It will be interesting to see if their predictions turn out to be true. $44 a month seems steep for a LLM, not to mention there will likely be a lot of competition both from cloud LLM providers and local LLM initiatives.
The day AWS starts a Mistral-as-a-service is when OpenAI dies.
$44 a month. Good luck with that. Google will offer Gemini for free until open AI dies of starvation and they will soon have hard time justifying the $20 for most user.
I also doubt their Apple deal last 5 years, I would be surprised if the control freak company sees it as anything more than a temporary belt because they were caught with their pants down.
I could maybe see people using it professionally for $44 a month. I don't see them being successful marketing to the casual, curious, and hobbyists for 3x a streaming subscription.