They have the consumer market but want the enterprise market, because it's a lot more lucrative, so they're probably going to just keep chasing that even though there's no signs they'll stop losing to Anthropic. They don't need to do that much to keep the consumer market because of momentum.

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ralph84 3 hours ago | parent [-]

Questionable whether the enterprise market really is the most lucrative. The biggest of big tech all have significant revenue from the consumer market. Compare Apple, Google, Meta, to IBM, Salesforce, ServiceNow.

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broodbucket 3 hours ago | parent | next [-]

Enterprise market is paying by token and using a lot of tokens. Consumer market is paying a subscription that they can't raise too high or they'll lose users to competition. Seems to me that the enterprise market scales a lot higher.

	▲	byzantinegene 2 hours ago \| parent \| next [-]
		it's really not much compared to the amount they are spending on training. 100 developers at $200 per month is just $20000
	▲	skeptic_ai 3 hours ago \| parent \| prev [-]
		Have you seen many corporations complaining and caping usage to 20-200usd per developer per month. I doubt will change much. Many are considering on premise now.

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mynegation 2 hours ago | parent | prev [-]

Apple, sure. But Google and Meta are really advertising companies, whose income stream comes from enterprises, big and small.