And this is approximately one subscription per household across the planet.

That’s a $5/mo monetization, not just paid subs, so they’re averaging what Google is getting selling your eyeballs and data. This guy is assuming OpenAI is going to have other monetization schemes, not that they’ll get 2 billion paid users

Google have a huge advantage in the space as things move to AR. OpenAI underpinning access to things to take advantage of a platform for $5 might work. I say this as I pay for two services just to store photos 😭