The big question is how far AI agents can take us. In August 2023, OpenAI had between 1-2 million paid subscribers. Since then, their annualised revenue has doubled, suggesting they now have roughly 2-4 million subscribers. The iPhone sold 11.63 million units in its second year — ChatGPT subscription sales are impressive, but not by a lot. Unlike the iPhone, whose appeal was immediate and functionality obvious, ChatGPT’s usefulness, while essential to some (I include myself in this group), remains less clear to others.
And it’s helpful that I am not using it as a consumer; I’m using it for work. The growth likely won’t come from ChatGPT (its growth looks to be stalling) and its competitors alone. It will come from enterprise applications.
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