If people find it useful but enterprise adoption is lagging, doesn't that indicate there's still a big upside?

On the other hand, I remember when BlackBerry had enterprise locked down and got wiped out by consumer focused Apple.

In any event, having big consumer growth doesn't seem like a bad thing.

It will be bad if it starts a race to the bottom for ad driven offering though.

> If people find it useful but enterprise adoption is lagging, doesn't that indicate there's still a big upside?

It could indicate that many people find it more of an entertainment product than a tool, and those are often harder to monetize. You've got ads, and that's about it, and puts a probable cap on your monthly revenue per user that's less than most of the subscription prices these companies are trying to get (especially in non-USA countries).

(I find it way more of a tool and basically don't use it outside of work... but I see a LOT of AI pics and videos in discord and forums and such.)

It’s been shoved down enterprise throats for months/years. Shareholders, CEOs, workers (at the start) and users (at the start) have never had such a unified understanding in what they want than this AI frenzy. All stars were aligned for it to gain more traction. And yet…

It’s the prodigal child of tech.

When Apple sells a device, they get more revenue with minimal coats turbocharging revenue and profits.

When OpenAI sells a ChatGPT subscription, they incur large costs just to serve the product, shrinking margins.

Big difference in unit economics, hence the quantization push.