Yeah I think all of the concerns about ARPU and what the ROI from AI will be are not justified given the opportunity if executed well. LLMs contain high intent significant memory. Their usage is exploding.
Getting $200 subscriptions from a small number of whales, $20 subscriptions from the average white-collar worker, and then supporting everything us through advertising seems like a solid revenue strategy
Getting $200 subscriptions from a small number of whales, $20 subscriptions from the average white-collar worker, and then supporting everything us through advertising seems like a solid revenue strategy