𝗛𝗼𝘁 𝘁𝗮𝗸𝗲:
𝐎𝐩𝐞𝐧𝐀𝐈 𝐰𝐢𝐥𝐥 𝐞𝐯𝐞𝐧𝐭𝐮𝐚𝐥𝐥𝐲 𝐚𝐝𝐝 𝐚𝐝𝐬 𝐭𝐨 𝐂𝐡𝐚𝐭𝐆𝐏𝐓.
Why?
Because ChatGPT is a consumer product, not B2B software.
Most of its ~1B users won’t pay — ever.
And subscriptions alone won’t scale 𝗔𝗥𝗣𝗨 (averag
This is how Google makes its 💲💲
Ad Revenue: $65.5B
Subscriptions: $10.8B
Google Cloud: $9.2B
Wild bets (yes, really): $1.5B🙂
🔸Expenses are huge
Cost of Revenue: $25B
R&D: $12.1B
G&A: $5.2B
TAC: $14B
Net Profit: $48.7B.
Moral of the sto