David Gerard


"What happens when the venture subsidy stops flowing and the chatbots suddenly have to pay their way? 

"What happens when the prices multiply 5× to 10× and there’s no free tier? 

"Are you going to casually muck about with a chatbot at $200 a month? Probably not.

"If you have to cajole employees into using the AI, then you need to consider that maybe chatbots don’t work well enough that people would use them casually if they had to pay —that the '97%' free users are not in fact likely to start paying out their own pockets. And you just set all that venture money on fire. And it’s not coming back."


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