They need 50x more revenue to pay off just the data centers.

The product is already expensive; there’s been minimal tangible cost savings as a result of using AI and they still have the problem where more usage directly correlates with more cost. We’re not creating NYT Online where the cost of development is spread across n users and approaches $0 per user as it grows. This is much more like non-tech scaling costs. For every 200 people using the service in a given day, we need a new A380. If they use the service twice, we need to fuel the plane twice.