How far are we going to take AI? #claude #gpt #ai

How far are we going to take AI? We'll get there. We'll get there. We'll get there. We'll get there. Even just straight raw number of users. Yeah. I'll I'll offer the case of why I'm a little bit more bullish. So there's actually about 3 and a half to 4 billion you know, weekly users of the internet globally. Meta you know, everyone Meta, I mean, I don't know if we even need to explain what they have but just as a reminder they got Instagram, they got WhatsApp. Across their family of apps as they call it, they get 3 billion. So when you start to think of the total adjustable market, the upper limit, really it's only around a third of what you know what they could potentially get and go after. Now, the argument that everyone is making, of course, is that low hanging fruit's not the best way to describe human beings, but the people who are early adopters and likely to adopt AI probably already use a combination of a GPT and a Claude probably. So the question is how then do you educate the next 2 to 3 billion? When I look at the the distribution so far, it's basically all just been virality of the hype for the products. You know, there's not really been a a conceit like a really concerted or dedicated marketing campaign that I can see that has really been focused on just increasing the share of users. So with that in mind and both on the consumer and enterprise sides, I don't see why we don't get to where where we are today. You said you said 1.2? 1.2. 1.2. 1.2. About one today. A year from now August 2027. I think we're at least 1.6. Yeah. I think we're at least 1.6. I think we're at 60% of what they have now. Yeah. That feels about right to me. When I when I think of the effort that will go into the the acquisition of new users or the education that will go into the acquisition of new users, when I think about you know, the free tier and that most of the people actually just don't pay for it at all, 95% don't pay for you know, a GPT or an AI product at all the accessibility