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There is a interesting dynamic of supply and demand here. 1% is basically free for all existing use cases today.

BUT new use cases are now realistic. The question is how long until demand for the new use cases shows up

What use cases? We are still in the "throw everything at the wall and see what sticks" phase, which might end before anything of value is found (if previous fads serve as a lesson here).

Vision related tasks like Waymo self driving cars and then also productivity enhancement like coding assistance and writing.

I doubt diffusion algorithms are a good fit for the kind of real time computer vision processing that self driving cars depend upon, do you have good sources for that?

About writing assistance, based on our office/copilot recent rollout, I don't see that getting past the novelty effect and turning into something most people will want to pay for (besides for programming and niche use cases).

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