@levie: This metric may tell us more about the business model of consumer AI than the state of AI. AI for consumers almost inev…
Summary
Box CEO Aaron Levie comments on an a16z chart showing 98% of US households don't pay for AI yet, arguing this metric reveals more about consumer AI's business model than AI's capabilities — suggesting consumer AI will largely be subsidized and monetized through commerce, ads, and device/service purchases.
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This metric may tell us more about the business model of consumer AI than the state of AI. AI for consumers almost inevitably will be subsidized and monetized via commerce, ads, or purchases of devices and other services. This metric may level off lower than we think.
a16z (@a16z): 98% of US households aren’t paying for AI yet
More charts in State of Markets II:
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