You could be right but the unit economics matter to this business in a way they don't for a SaaS or ads business, they're not free and you can't just point at revenue.
replyYeah but “intelligence” is very valuable and people are willing to pay
replyExcept this is not intelligence
replyIt’s not AGI, but frankly that doesn’t matter.
replyIf a system can perform or positively augment the work done by a human, especially knowledge workers, then it’s got value, it’s just quite hard to put a finger on what the extent of that value is even now, let alone next month.