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I was suprised to read that ChatGPT is responsible for such a large share of the revenue; it also makes them vunerable in a way.

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So vulnerable that they just offered the full product for free? 😀 The only real benefit of paid subscription at this point is higher use. Of course, they appear to be thinking with that move and the Apple deal that market share and solidifying user habits is more critical than revenue. New paid-exclusive features are sure to materialize down the road.

I suspect this will be a very large revenue line item for OpenAI for many years. More importantly, it gave them users and unexpected revenue for the interim period where business use of model inference is ramping up (at a rate I suspect is a bit behind their projections but still better than everyone else).

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