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Comment by surajrmal | Hacker News Reader

Google announced they surpassed 100 million subscriptions to Google one already and $15B in revenue for subscriptions (between YouTube premium, TV and Google one). I'm not sure your estimate is realistic.

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I recently learned that my mother is subscribed to Google One. when I asked her why, she didn't even know what it was. IIRC she has like 1-2TB of cloud storage, but is only using like 10 gb of it.

I wonder how many of those 100 million subscribers are non-techy people who accidentally signed up?

Or just people like me, who have the $1.99/mo plan because I needed a bit of extra storage for Gmail. I don't use the storage for anything else, I use Dropbox for my "normal" cloud storage needs.

People with cats end up with a lot of cat photos and in the same boat for Photos.

I can understand this as a person who once recommended Android to his parents when it gained traction (nexus 7 days, great concept ruined by terrible eMMC storage amd other hardware flaws to compete on price though).

On the other hand, I am a "loyal" G customer and I never felt pushed into this. I pay for YT premium and iCloud+ (the equivalent to Google one, albeit with much less storage).

To clarify, the prediction was for the number of people paying for AI + search through Gemini Advanced, which will likely be valued independently regardless of the total number of One subscribers, comparable to someone paying for a ChatGPT subscription, for example.

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