I said as concerns the economics. It's clearly more popular than the Oculus or whatever, but it's still a money bonfire and shows no signs of changing on that front.
LLMs as we know them via ChatGPT were a way to disrupt the search monopoly Google had for so many years. And my guess is the reason Google was in no rush to jump into that market was because they knew the economics of it sucked.
Right, and inb4 ads on ChatGPT to stop the bleeding. That's the default outcome at this point: quantize it down gradually to the point where it can be ad supported.
You can just see the scene from the Sorkin film where Fidji is saying to Altman: "Its time to monetize the site."
"We don't even know what it is yet, we know that it is cool."
I supposed in that sense it is more like the early days of social media, where there were huge numbers of users but no one was sure how to monetize it properly.
In this case though I think the ChatGPT product line is profitable albeit not enough to cover the R&D costs of OpenAI.