Given everyone and their mother is putting AI in to their products it makes me wonder how that revenue breaks down between people incidentally paying for it versus deliberately paying for it versus being subsidized by VC. Obviously ultimately all this revenue is being collected at a massive loss but I wonder if that carries on down the value chain.
I don’t think I’m trying to make that argument but thanks for putting it in my mouth. I do pay (or via employment get paid access) for a lot of products that have AI features that I don’t care about so from personal experience I know that at least some of the value chain is incidental.