AI is a commodity but the big players are losing money for every query sent. Even at the $200/month subscription level.
Tech valuations are based on scaling. ARPU grows with every user added. It costs the same to serve 10 users vs 100 users, etc. ChatGPT, Gemini, copilot, Claude all cost more the more they’re used. That’s the bubble.
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A collection of some classic Lemmy memes for your enjoyment
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