@omooretweets: FWIW - I think personal assistant COGS are so high because the vast majority of early users are in tech And they are us…
Summary
Omar Moore argues that personal AI assistants' high COGS ($3k-$7k per user/year) stem from early adopters being tech workers using agents for coding, and predicts model costs will fall as true consumer use cases are cheaper.
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FWIW - I think personal assistant COGS are so high because the vast majority of early users are in tech
And they are using these agents for coding / building things
Model costs will come down…but also, the true consumer’s use cases are much less expensive
Anish Acharya (@illscience): Hearing this week that personal assistants cost 3k-7k per user per year, depending on scale effects / vertical integration / model selection. Implications/questions:
- Consumer subsidies will be a huge factor; people don’t care about privacy, they want utility and they want it
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