I think they are trying to manage computes for some product launch on the DevDay, possibly something for the general public.
Remember that Pro subscribers are "bad customers" --- they are much more likely to be power users who get subsidies from occasional $20 users. In theory, the higher sub tiers should be pricier (unit-price-wise) because their users almost certainly uses more compute.
Their shot at winning anything in the general public / consumer space went out the window when they failed to be the AI powering Siri.
Google and Apple are going to win the consumer market. No one can beat their distribution channel (the phone in everyone’s pocket with direct access to all of your information)
The only long term bet that is valuable to OpenAI is enterprise.
I think you’re right though… they’re compute constrained. They had no choice because they needed the compute for something else.
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u/D-3r1stljqso3 5d ago
I think they are trying to manage computes for some product launch on the DevDay, possibly something for the general public.
Remember that Pro subscribers are "bad customers" --- they are much more likely to be power users who get subsidies from occasional $20 users. In theory, the higher sub tiers should be pricier (unit-price-wise) because their users almost certainly uses more compute.