Hard to see normies signing up for monthly subs to VC funded AI startups when a surprisingly large % still are resistant to paying AAPL/GOOG for email/storage/etc. Getting a $10/mo uplift for AI functionality to your iCloud/GSuite/Office365/Prime is a hard enough sell as it stands.
And again this against CapEx of something like $200B means $100/year per user is practically rounding to 0.
Not to mention the OpEx to actually run the inference/services on top ongoing.
You'd be very surprised at how much they're raking in from the small sliver of people who do pay. It only seems small just because of how much more they make from other things. If you have a billion users, a tiny percentage of paying users is still a gazillion dollars. Getting to a billion users is the hard part. Theyre betting theyll figure how to monetize all those eyeballs when they get there.