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Comment by thundergolfer | Hacker News Reader

> deliver increasingly powerful tools for the 500 million people who use ChatGPT every week.

Wasn't aware they'd hit a WAU count this high. Impressive, but then again at this kind of valuation you sure want to be heading towards 9-figure MAU numbers.

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The most surprising thing is that OpenAI reported 400 million weekly actives only last month: https://www.reuters.com/technology/artificial-intelligence/o...

Every non-tech friend I know loves the new image gen feature. Its a killer feature akin to instagra filters.

Do investors still not care about revenue and profits at a $300 billion valuation? Seems like the bigger problem for them is that they are losing money on the vast majority of those WAUs with no obvious route to profitability because most them will simply stop using it if forced to pay for it.

Its a gigantic bet on user stickiness in AI, and the monetizable value of AI users who don't pay for subscriptions. Aka low-end consumers vs high-end consumers.

Nvidia and AMD were low-end vs high-end. In the end Nvidia won a total victory by ditching low margin distractions like building GPUs for consoles, and focused solely on higher end PC GPUs that could dually act as accessible research chips.

No its not, its a bet on AI replacing workers. Almost all the value isn't going to be from users paying $20 or even $200 per month, but companies paying millions to billions of dollars for the api.

I wonder, the same user going through different tooling may show up as separate users if it's not a byo key kind of deal.

Article says ChatGPT, so that doesn't include users through the API.

I'd be curious about how many are paying users, not just free users.

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