Michael Nicolletos

$20, $50, $100.

And then you had an unlimited, which was very expensive.

very, very expensive, or after a certain hours of usage, you started paying more.

I don't know if you remember, guys, but that's how it used to be.

I think it's the same model for these models.

Right now they're charging, but in a few months, a few years, you'll be paying $30, $30, I don't know if it's $30, but you'll be paying a fee for unlimited use.

And at that point is where the economies are going to change.

But this, in the telecom industry, this took 20 years to happen.

It took many years to happen.

So the infrastructure that was built, that as we know, had a few defaults along the way, but nevertheless, it continued to work.

It took many years to reach the model that I'm just saying, I'm describing now.

In AI, it feels that this is going to happen much faster because now or in a few months, you'll be able to download a certain model on your desktop, which will compute what you wanted to compute because it will be trained and then you'll have the trained model.

And you won't be needing in all your tasks to use the entropic and open AI models which charge.

So you'll use these models only if necessary.

So I think we're very close in this getting commoditized.

And I think coming to something that will interest your viewers for sure, I'm not sure the IPOs of Anthropic and Claude, they will do well in the first two days, but I wouldn't be buying the hype.

I would be waiting for the next six months to see what happens.

I think you're going to find better entry points.

I think...

I think the revenue model will be challenged significantly for many reasons.