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points by jfckenfishf 3 days ago | 0 comments

Isn't the rate of growth already flattening? Most companies are already cracking down on excessive token spend and setting up pretty low limits.

And some of the big spenders have their own models.

[–] internetter 3 days ago

2.2% of U.S. HOUSEHOLDS are subscribed to AI

[–] JDups 3 days ago

What's the token spend ratio between a household vs a software developer? If the future customer growth comes from regular households I don't think very much of them will spend nearly as much.

[–] elixirnogood 3 days ago

do we know how much are they paying on average? I just got Gemini Plus that seems sufficient for my family's ordinary usage and it's $37 per year (3 bucks / month). I just don't see the AI companies making any serious money with this type of pricing.