@rexsalisbury Even if Meta Muse managed pull $1 trillion of GMV per year it would only translate to $3B for them. Muse infra cost alone be 2X of that for such scale. Ads is the better business model for agents.
@trikcode Yelp’s approach makes sense, why should that info be free. Don’t be cheap just pay the fees and let your agent do its job. Upselling to agents is totally fair.
@Geiger_Capital@tickerplus They just need to figure out how to get more cost efficient with model training, and let revenue grow. Anthropic will be a low margin business due open models putting pricing pressure but a great one nonetheless.