OpenAI just launched ChatGPT Go’s ₹399/mo plan in India. If it grows to other top subscription businesses in India, that’s ~$2-5B/yr in revenue, +15-40% of OpenAI’s current run rate! American consumer companies NEED India for a large chunk of their business, Here’s the math: – $54/yr at current exchange rate – Disney+Hotstar has the most subs at a similar price: ~38M – JioStar claims ~100-280M subs (unconfirmed) but is 10x cheaper and includes bundles
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