The strategic playbook of the web era said: Get a huge userbase of normies, then figure out how to monetise them (usually via advertising). OpenAI stumbled into the userbase via ChatGPT, but it's unclear if the strategy or the economics apply to AI. Anthropic tried to compete in the consumer market, but couldn't, so focussed on coding and enterprise, and it looks like that's actually turning into a smart choice, at least right now, because it turns out people will pay subscription costs for agents that do their job for them.