Chamath Palihapitiya

Freeberg, let me pull you into this because my base case here is that all consumer queries are going to be free.

Apple is going to make them free, they're already free for Google, I think Matt is going to make them free and actually have a decent product soon.

And Microsoft same thing.

chat GPT has decided to push off advertising, they were going to put advertising in it, you remember, they got mocked by anthropic with their Super Bowl ads.

So what do you think is going to happen on the consumer side, consumers generally don't pay for services, that's usually five to 20% of the market is paid services, and everything else is free and ad supported.

But it looks like Apple and Google are going to just let it rip.

So that could take the revenue oxygen away from chat GPT.

So what is your thought here on who wins consumer?

Probably less on average because it's global number, but yeah.

Sachs, the numbers

Right now would be more in my estimation, about 50 million people subscribe to ChatGPT.

They got a billion users or they're trended to a billion.

I think they'll probably hit it in the next month or two.

Certainly they had 900 million two or three months ago.

So it's about 5%.

Where do you think this winds up?

Do you think it becomes...

you know, 300, 400, 500 million consumers are willing to pay 20 bucks a month for this?

Or do you think it's more free and the data and the ad supportedness of it go the meta and the Google route?

Obviously, both can work.