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This is also assuming that OpenAI can capture the entire market of consumer AI, AKA having no significant competitors anywhere in the world, which… uh… doesn’t look likely.
Chinese open models basically undermine the whole business model for OpenAI, and Alibaba just released Qwen app that’s a direct competitor to ChatGPT and it’s free instead of a 20 bucks a month subscription. OpenAI is so cooked.
The best part is that this was calculated by a team “bullish” on AI.
How does investing in this make sense to literally anybody
Because it has to work or the whole system collapses
