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Isn't it just tipping the hand at where the actual businesses are going to end up inevitably?

The only B2C is going to be watered down ad-driven BS, and they will charge B2B via tokens.

The $50/mo - $200/mo consumer LLM subscription is not something I expect to last long / or to drive much of the revenue share... like individuals paying for Gmail vs Googles overall business.



If they can make a business like that, yes. But with how rapidly the competition is catching up, I'm not sure that's a viable strategy.




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