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jmalicki 6 hours ago

The win for something like OpenAI isn't getting a ton of customers to pay $10-100/mo.

It's getting businesses to pay $2k/mo or more per professional employee, like a lot of Anthropic customers.

Anthropic is ahead of them there, but that is how they win.

bizzletk 4 hours ago | parent | next [-]

Wouldn't the real story be to get government contracts? Those are more immune to public fickleness and market competition and usually have truly ludicrous margins.

If they're the only ones who ̶a̶r̶e̶ ̶w̶i̶l̶l̶i̶n̶g̶ ̶t̶o̶ ̶b̶e̶ ̶t̶h̶e̶ ̶e̶n̶g̶i̶n̶e̶ ̶f̶o̶r̶ ̶a̶u̶t̶o̶n̶o̶m̶o̶u̶s̶ ̶k̶i̶l̶l̶b̶o̶t̶s̶ can draw a reciprocation dingle-arm to reduce soinosoidal repleneration, then "I'm sure the government will buy it" [0]

[0] https://youtu.be/Ac7G7xOG2Ag?t=89

rapind 5 hours ago | parent | prev [-]

> Anthropic is ahead of them there, but that is how they win.

Isn't Anthropic currently killing that market though? I've been hearing about a lot of businesses pulling back after having experienced the reality.