Yea the b2c customer base might struggle.

This chart is very telling. Open AI needs to become a B2B (ads like Google and Meta) or B2G business to generate the revenue they need to pay for all this growth they are expecting.

For example:

My coworker loves chat. He is using it for everything from losing weight to managing his retirement portfolio (yup he fed it all his investments), to booking his travel . But he’s only paying $20 a month. I can only imagine the millions of tokens he is burning and value he is getting is meh in my humble opinion.

I told him long ago to eat less and walk more focus on protein and he will lose that beer gut but it took the Open AI motivation for him to control his eating habits. But I think he would dump chat in a heartbeat if he was paying the true cost of his token spend. And I don’t see him buying hard ware just for chat when he has his iPhone.