Are we in a bubble?

[Milu]

10 hours ago, Libs said:

But here's the rub. When I ask enthusiasts of Claude / Gemini Open AI etc. how much they are paying, it's always "zero" or "$20 a month." And when I ask how much more they would pay, I get a blank stare or 'nothing.'

I’d count myself in the enthusiast bucket. Currently paying €20 a month to use clause pro, my employer provides copilot as the standard ai tool for staff but I haven’t found it great. As to what I would pay each month, if I had to I could see myself paying €100 per month for it. It’s too useful to for the work I do that I’d hate to have to go back to the old way. And I’m not even the target market for Claude code, I’m a consultant with some average coding experience rather than an actual software engineer. I can only imagine how much value a proper software engineer gets out of it. 

[Masterofnone]

How  as an investor, can one currently identify a Netscape from a Gmail in the AI landscape?

[vinod1]

It is wrong to think "how much are consumers going to pay?"

 

Consumers are not going to pay much if any at all. It would likely be free to consumers.

 

Enterprises are going to pay. Just like they did mainframes. 

 

Because, AI can help companies in a million different ways. We are way past the point of even asking this question. If you look at enterprise processes, it is riddled with manual drudgery, boring processes that can be automated. Health care billing itself is $100s of billion of expense that can be automated. That is one part of one industry in one country. You do not need any new advances in AI. Applying existing AI tech would get you there. 

 

The question really is who are the beneficiaries?

 

Vinod