SemiAnalysis has calculated how big that gap really is. After testing subscription tiers from both OpenAI and Anthropic – running long-horizon coding and agentic tasks until weekly...
All the investors know it’s a massive money sink right now. The goal isn’t for “everyone” to get to use AI.
It’s to get so many people used to using AI that businesses like law offices and hospitals and other corporations so ingrained and built around having AI, while leaving so many graduating college students useless without AI, that businesses will be reliant upon it, no matter what costs of it they will have to absorb.
In five years there won’t be a $200 plan. There will be a $15,000 plan per person and businesses will pay it because they won’t be able to do well without it.
I think there may also a horizontal scheme as monopolies take on a global scale. Those businesses that sell in bankruptcy due to high tech costs could be gobbled up by the biggest AI-native competition. It’s a leap but maybe in a decade your optometrist is replaced by an ai kiosk with a remote technician?
All the investors know it’s a massive money sink right now. The goal isn’t for “everyone” to get to use AI.
It’s to get so many people used to using AI that businesses like law offices and hospitals and other corporations so ingrained and built around having AI, while leaving so many graduating college students useless without AI, that businesses will be reliant upon it, no matter what costs of it they will have to absorb.
In five years there won’t be a $200 plan. There will be a $15,000 plan per person and businesses will pay it because they won’t be able to do well without it.
I think there may also a horizontal scheme as monopolies take on a global scale. Those businesses that sell in bankruptcy due to high tech costs could be gobbled up by the biggest AI-native competition. It’s a leap but maybe in a decade your optometrist is replaced by an ai kiosk with a remote technician?
Maybe then he would give me the prescription I paid for…