I follow a guy called Daniel McCarthy on LinkedIn who writes a lot on CLV and that seems to be his take. Even if theoretically you get way more than you pay with subscriptions, the vast majority of people are not power users.

https://danielminhmccarthy.com/

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dofm 11 hours ago | parent [-]

The vast majority of active users of ChatGPT could successfully use a model like Gemma 4 12B with agentic search if x86 hardware didn't make that so difficult.

Likely even the E4B, which is really both fun and impressive.

That is clearly a big component of Apple's bet, anyway.

	▲	avadodin 10 hours ago \| parent [-]
		I have experimented with it and E4b is perfectly capable of being useful if you provide it with ready–to–use skills. It's still more like programming than telling a chatbot to go make you GTAVI in JavaScript and make sure the graphics are as good as the original. Maybe a safer prediction would be that most people will be fine just using hybrid agentic programs that run the models locally(probably with extra spyware). I think this is Apple's bet.