But this would imply massive growth assumptions which I struggle a bit to understand where they come from.
(1) New customers new to AI or migrations from Claude/Perplexity/Google: The overwhelming majority of people already know about the offerings, leaving most new people to come from residual people who identify Plus/Pro as a worthy service (can't imagine this will be huge). OpenAI can be better than their peers for certain use cases but not sure it will drive massive growth
(2) API: If anything, my bet here is that price squeezing will continue to happen until most API services are dirt cheap / commoditized
(3) New consulting services: What's the differentiation here? Palantir and many consulting companies have been doing this for years and have the industry connections, etc
Not sure what I'm missing here, I like to not subscribe to the bubble thought but having a hard time merging the reality of running a business to the AGI-implied valuations
But yeah why would they have ever gone to the south?
Hopefully this transition benefits everyone. I just don't see how those with zero capital are going to survive well. Most of the US economy (sorry to be US-centric but I am American) is people performing services and information based work (or at least _tons_ of it is). This is the portion of the economy that is going to be the most and first affected by AI.
I do know that this woman chose to not use her own eggs for their child. And you would think that going from 1-1.2% would not make you do that. Perhaps there is another variable involved that I am unaware of. Her sister developed it after their parents divorce in her 30s fwiw.
Edit: are you thinking it’s genetic, but exacerbated by weed?
We have a friend whose sister has it and she went to genetics counselors before having kids.
They told her that because her sister has it that her kids had a 20% likelihood of developing it. Obviously 20% is way higher than normal.
To think that a model wouldn’t be capable of knowing this instance of please is important but can code for us is crazy.