Mainly I don't think Proton is serious competitor here. I'm not sure there is much of a market demand for mediocre white labelled LLMs priced at a premium. I can see it carving a bit of a niche with privacy-focused customers already in their ecosystem, but I don't see this taking off for them.

I echo the parent comment. I'm really on a Proton user for email and VPN. The quality drops off rather quickly after that. Calendar, Drive, Pass, and Wallet are all adequate at best; their primary selling point is not being Google rather than being particularly well built or supported. I would rather see them focus on being a truly competitive ecosystem.

I'm also not terribly impressed at the way they've positioned Lumo as a separate service from the existing Scribe AI features, and so conveniently not part of Ultimate plans.

Most people would also not believe there's much of a market for mediocre email priced at a premium. But it turns out if you market the privacy angle, there is.