To me the simplest analog is Amazon Prime. Bezos wants Prime to be something you can't afford to skip by having it deliver overwhelming value, and to that end they've done pretty well: 70% of Americans have Prime.
But since software scales so ridiculously well, that their cloud offering still manages to beat it on profit.
OpenAI had just landed a new class of subscription that scales like AWS, has B2B hooks like AWS, can be the engine behind entire classes of future unicorns like AWS... but then also has widespread consumer value and brand recognition like Prime.
But since software scales so ridiculously well, that their cloud offering still manages to beat it on profit.
OpenAI had just landed a new class of subscription that scales like AWS, has B2B hooks like AWS, can be the engine behind entire classes of future unicorns like AWS... but then also has widespread consumer value and brand recognition like Prime.
By that measure it's hard not to be bullish.