9 days
These numbers seem somewhat mysterious to me, this would account for like 2-3% of all anthropic+openai’s revenue. I’m not sure exactly what that would mean but that can’t be good (for those companies) given how much those subscriptions are subsidised.
I wasn’t really disputing the numbers per se (although I do actually find it hard to believe 17% of workers pay for AI subscriptions…) but more wondering about, given that their combined revenues are somewhere around 50 billion USD, what the consequences of such a large fraction of that coming from heavily subsidised consumer use would be.