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For three years, OpenAI has generated most of its revenue from people paying $20 a month for subscriptions to ChatGPT. This year, it is forecasting a massive shift, expecting a cheaper, ad-supported tier will both draw new users and cause tens of millions of its paying subscribers to downgrade, according to previously undisclosed projections. The company’s hope is that it will make more money by selling ads shown to more users than relying on the existing flagship monthly subscription...

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Experiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.
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I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.
Yelena AmbartsumianFounding AttorneyAMBART LAW pllc
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The stablecoin fight is a proxy battle over who gets to be the next deposit‑taker in the U.S. financial system. The irony, however, is that, at the end of the day, crypto currencies are just not easy or practical to for everyday use. We've had a decade + of Bitcoin and other cryptocurrencies (ETH), where real-world experience has failed to catch up with the hype.
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