I figure i can just use my employers subscription.
For a personal subscription, I’m kind of done between streaming services, my photography software subscription and Spotify.
Everyone will always have an insatiable appetite for tulips.
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All true. But it’s worth a deeper look. Steve Eisman did an analysis.
Revenues beat expectations all across the board. So did operating margins. What’s not to like? Firms have a ton of pricing power . And the target markets are all in the upper income groups. They don’t mind the few bucks/month.
I’ll be honest, I just used AI to plan much of a vacation. I won’t be going back to random Google searches that are littered with sponsored results and AI suggestions anyway.
If one day every LLM gave you, say, 1 query and then was locked at $20/month, I’d definitely end up picking my favorite and it would be a cost of life.
Maybe there will be ad-sponsored or other methods for low-income people to access them, but I wouldn’t be surprised if that’s the future for many consumers.
Or you could just rotate through them.
While I could have been super-careful about initial prompts, I already used multiple LLMs and followed up on each. Different LLMs revealed different attractions and deals. Particularly with food offerings, LLMs often conflicted so I fact-checked them against each other and forced them to find sources from 2026, not 2024, etc.
It would be feasible to go to one and tell it, “do this and give me the output in such a way that I can copy-paste it to another LLM and have it understand the context and your conclusions while I follow up over there”…
that’s a pain.
How long until AI also includes ads or sponsored content?
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I assumed it does? If not, it soon will.
Politicians are already figuring out how to SEO their internet presence to optimize their appearance on LLMs, too. People are typing into ChatGPT, “who should I vote for?”
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I use duckduckgo.
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Sigh. I assume this is very true, the midterms could be pretty wild. Of course, if $4.50 gas persists, maybe that will sway things a tad. The Univ of MI consumer sentiment is at an all-time low right now as prices climb and the future maybe feels less certain.
Never heard of that one. New?
Been mostly sing Perplexity AI (as its tied to my Revolut Ultra Card benefit) for holiday itinerary planning.
I don’t disagree that US profit margins are high. I also don’t see a large correction in the US horizon mostly because retail investors will keep pumping in money into stocks via their 401Ks. My thinking is around…why heavily invest in the US for a 10% gain when you can get 30% in Asia now (SK is still very under-valued)? The memory chips manufacturing boom is going to last a while longer (mid 2027?) so will be keeping my exposures there.
I have also started trimming my Asian exposure (mostly Australia which is really getting dinged by the higher oil prices) and buying US equities again because he Hormuz conflict will no doubt result in higher oil prices over the next 12 months, which does favour US markets.
It’s been around since 2008. I’ve been using it since 2014.
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Isn’t ChatGPT already doing that at certain subscriber levels?
Maybe, I’m not sure. I’m just waiting for me to ask an LLM about, I don’t know, space exploration. And it’ll come back with ‘While I’m thinking, it might be a good time to get a hearty burrito or bowl from Chipotle. Convenient and always fresh, Chipotle hits the spot.’ Or maybe it’ll get really clever and just fold it into the answer. ‘When civilization begins to colonize the moon, it might be a really great idea to build a Chipotle there, since everyone loves their food so much.’
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Intel down 10%
I expect that it’s already happening and a lot sneakier.
Better that it does exactly what you ask 99/100 times, then when you’re asking for recommendations on a good car, or on X, it can start weighting its replies toward paid advertisers. If I ask for a ICE vehicle it will never recommend me a Tesla, but if I’m asking for a comparison of electric vehicles… you think Grok will criticize Tesla fairly?
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Damn. I sure hope you are not a consultant to the AI companies.
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I feel like some Chipotle.
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