It’s good to be aware when you’re buying something that’s subsidized. No need to downplay the importance of awareness.

Only if switching costs are low. If you are investing in the platform and integrating deeply, then planning to switch may not be a good plan.

But there's open models that are (pessimistically) 1 year behind? It's not like if openai decided to rugpull everyone, we'd be going back to writing code by hand and all the developers who forgot how to fizzbuzz would be screwed.

There's an escape valve: I've had Claude stand-up AI-enabled features in my app, so we're much less dependent on Claude itself. The app uses cheap API calls to check code quality and run other "lessons learned" sweeps. Some of these become regular code in the end as well.

I reject your intelligence and substitute my own?

That boils down to who the customers for ChatGPT really are. $10 isn't going to make a difference for those who already pay, because they are basically pro-consumers. OpenAI might deliver enterprise solutions for large companies, but those deals are besides the per month subscriptions on the website.

For ChatGPT I really only see two customer groups, pro-consumer and small and medium enterprise. The entry level are just going to use Google/Gemini for the most part, or some ad supported ChatGPT tier. There's no price low enough to make the entry level, average consumer pay for an AI service. These are people who will not pay for search, email and social media. They only pay for streaming because there's no way around it.

Your intelligence is good, but mine is better. They could easily raise their prices until their user base falls to zero, and the offer steep discounts, but then... so could everybody else. We need to pimp all the speculators until they are bankrupt. Welcome to web 4.0b. "We will bury you."

I'm going to predict: soft, below first-trade price at 180d from IPO date.

please point me to an open model, that matches astra even on low reasoning, and runs on a mac

The audience for this sort of thing is currently quite limited. It may grow more in the future, especially if prices get out of control, but for now, it's a relatively small subset of people.

Sorry but this is a pretty delusional take. No, you cant run the same level or even close to that level of model on a mac, not even on a 512gb studio. You can run good models sure, but not models anywhere close to the capabilities of these ones yet, despite what idiots on Twitter keep spouting.

What are they going to do with that data? Is it ads again?

More data isn't helping much, if Astra is any indication.

you’re using an LLM as your international accountant? And brag about it online? That’s definitely a choice

This is not entirely true, you are costing them in the short run, but are growing your dependence on their product and feeding them training data.

Their goal is to create AGI and replace humans with something resembling the plot of Horizon Zero Dawn and its sequel but more extreme.