They'll stay as long as it's cheap. The moment any attempt is made to raise the price, the number will crater.
replyMaybe: “ok I’m lazy, the app is preinstalled on my phone and it’s free, there are some ads but ok”
replyIsn't that the 'bull case' for Gemini?
replyHave the same feeling, they have Gemma-3 that is preparing to be on-device stuff, and getting deployed on iPhone if I understand it right.
replyThen it can be something along the lines of "subscribe to Google XXX or Apple +++ and have 'unlimited' cloud requests"
Also when they start seeing real ads.
replyIt started to get deployed: https://chatgpt.com/pricing/ it's called "ChatGPT Go"
reply > This plan may include ads. Learn more
> When will ads be available in ChatGPT?
We’re beginning in the US on February 9, 2026
> Starting in February, if ads personalization is turned on, ads will be personalized based on your chats and any context ChatGPT uses to respond to you. If memory is on, ChatGPT may save and use memories and reference recent chats when selecting an ad.
Remember when everyone said Facebook would be dead if they started running ads
replyfor 99% of normies ChatGPT is the only LLM provider they know or have heard of.
reply99% of normies aren't paying for ChatGPT, there's a reason why they're pushing heavy for corporate welfare + government contracts. They're unable to sell to consumers so now they'll selling to governments while trying to lock-in contracts that subsequent people can't easily dismantle.
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