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Vishu Bheda

ย โ€ขย 

Medialย โ€ขย 7m

๐—›๐—ผ๐˜ ๐˜๐—ฎ๐—ธ๐—ฒ: ๐Ž๐ฉ๐ž๐ง๐€๐ˆ ๐ฐ๐ข๐ฅ๐ฅ ๐ž๐ฏ๐ž๐ง๐ญ๐ฎ๐š๐ฅ๐ฅ๐ฒ ๐š๐๐ ๐š๐๐ฌ ๐ญ๐จ ๐‚๐ก๐š๐ญ๐†๐๐“. Why? Because ChatGPT is a consumer product, not B2B software. Most of its ~1B users wonโ€™t pay โ€” ever. And subscriptions alone wonโ€™t scale ๐—”๐—ฅ๐—ฃ๐—จ (average revenue per user). ๐—•๐—ถ๐—ด ๐˜๐—ฒ๐—ฐ๐—ต ๐—ต๐—ฎ๐˜€ ๐—ณ๐—ฎ๐—ฐ๐—ฒ๐—ฑ ๐˜๐—ต๐—ถ๐˜€ ๐—ฏ๐—ฒ๐—ณ๐—ผ๐—ฟ๐—ฒ: Google was free โ†’ added ads โ†’ now $300B+ in ad revenue. Meta (Facebook, Insta) is free โ†’ runs on ads โ†’ $130B+ in yearly ad revenue. YouTube introduced Premium, but ads still dominate revenue. OpenAI isnโ€™t immune. Itโ€™ll follow the same path โ€” monetize attention. Not today. But itโ€™s coming.

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