I prev wrote about the battle of inference cost vs ARPU here - it might end up sooner than expected!

@andrewchen
for AI-native consumer apps to be truly ubiquitous we need: ARPU > Average Inference Cost Per User. How far away are we from that? Ideally AI native apps can hit APIs on every screen yet also pay for just by throwing some ads on it But I think we’re a while away: - unfort we’re p…