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The moment openai starts charging for their service properly, people will start shopping around.

See power users such as devs with coding assistants that have model selection dropdowns allowing you to switch on a whim. There is zero loyalty or stickiness in the paying user crowd.

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Or using ads

Ads are a little more insidious, and normies aren't nearly as allergic to them as they should be. But whether openAI can achieve their revenue targets by ads alone is a different question.

I am starting to believe that OAI might actually succeed at getting per token inference cost to where it needs to be. Or that it's already there in principle.

Wafer scale compute is a very big deal. Most of HN is probably still unaware that you can get tokens out of one of these devices right now via public API offerings.

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