Big J breaks it down: if you’re not paying, you’re the product🔊
In this segment, the speaker outlines a prevalent AI business model where companies provide a free tier with respectable capabilities—citing examples like GPT‑4o Mini and Gemini 2.0 Flash—to attract hundreds of millions of users. The free offering functions as a massive advertising and lead‑generation tool, after which the companies monetize the user base by selling premium features and additional services.
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"It's like a zombie apocalypse, but you don't know how many waves of zombies are coming."
Open-source models are already taking the easier tasks. The bull case for frontier labs rests on one
A $200 AI subscription can be worth $12,000 in tokens. Which plan delivers it is not close.
Ep. 036 - Anthropic Subscriptions Beat OpenAI 5x, Depending on Your Workload (Tokenomics)
Ep. 035 - Tech DD’s, Performance Projections, Supply Chain, Investment Thesis (Consulting)
