Jaden Schaefer

AI apps aren't able to keep people subscribed as long, but they're getting a lot more money out of people, right?

On a monthly basis, AI apps produce a median real lifetime value of $18 per user compared to $13 for non-AI apps.

It's actually closer to $19 and like $13.50 for non-AI apps.

So, I mean, that's a pretty big step up.

People are paying more for AI apps.

Obviously, the costs of those are higher on an annual basis, though.

I think it gets even bigger.

So for annual AI apps are reaching $30 versus $20 of real lifetime value for their users.

I think if you look at all of this together, basically the data, like the pattern that I see in this is that AI features are going to help apps monetize really quickly.

But sustaining that long term is going to be the challenge and making sure your product is actually useful, delivers on all the promises is harder.

It's totally possible.

But I think there's also a lot of competition.

And even for an app like, you know, chat GPT, for example, that was like the bell of the ball for forever for years, number one, and then all of a sudden Gemini comes out and Claude comes out and they have

kind of some new capabilities and remove reasons why you'd want them.

So I think that we're just going to see a lot of competition and it's going to be an interesting space.

It's no one's, you know, it's not like anyone has this completely cornered.

Okay, switching gears for a second.

I want to talk specifically, speaking of ChatGPT, a new feature that is going to support inside of ChatGPT and inside of the app.

Obviously, we can see that we got to try to make these things more useful for users.

And some of this is the latest thing ChatGPT is doing, obviously, to try to keep their churn down.