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dheatov 3 hours ago

They shouldn't and they won't. That will introduce a new metric -- %user disabling AI, and it will definitely be non-zero, which threatens the "everyone loves AI" narrative, which is the only thing thats floating all the tech-related valuation right now.

jasonjayr 2 hours ago | parent | next [-]

They will interpret that metric as "they don't love AI YET,so lets throw more at them so they can see how wonderful it is" .....

daishi55 2 hours ago | parent | prev [-]

How can you be so disconnected from reality? The valuations are based on the immense value of LLMs, which exists regardless of how consumers - who are very much not where the revenue is coming from - feel about it.

I can see how much we are spending on Claude and codex at meta. Believe me, the AI company valuations are not coming from Microsoft word ai assistant.