I have some hypothesis 1) almost all consumers dont accept ai(80%+) therefore market is small 2) investors dont believe it so no founders do it 3) consumers are used to free apps and LLM costs creates a cost floor which is unsustainable
If I had to guess its most likely reason 3
A lot of people are observing this from both outside and inside the "bubble" or froth, whatever you want to call it. It can seem more uncanny than anything else sometimes.
AI's not going to fly off the shelf as much as it could until ordinary people can have nothing but appreciation for what it does for their everyday lives using their ordinary consumer-grade computers.
Without relying on large remote mainframe-like datacenters.
IOW how's it supposed to be as desirable as home computing was to begin with, which never did go wild until mainframes were not in the equation at all? Central datacenters have always been functionally obsolete from the standpoint of ordinary people since the beginning.
For the ordinary consumer AI is probably at best when it's a feature not a business in itself.