Sure but they could also rewrite your data to create synthetic reconstructions
and many academics, sign up for their own accounts.
For example, at school they can have an agreement with Gemini, but the student / academic could have bought an individual pro subscription to any other model provider.
I want to add context for Duolingo because I think it's confounded by cultural conversation. Duolingo in some Q1 earnings call stated it was going to go AI-native. They were going to switch from contractors to AI. This led to a huge PR crisis, especially on TikTok, where they used to have a big online presence and GenZ influence. I'm not sure if they ever recovered the image they had after that.
They tried, and they got pushback from their consumer base.
Your Costco example makes a lot of sense to me. Right now at my company we are spending hundreds and thousands per employee, but it's not like everyone has an idea that is meant to be integrated into product. So everyone's just making more vaporware.
I do think this is the year the numbers and projections will start coming down to the ground. We can already see this with the fact that the leaders at the frontier labs have stopped talking about AGI and have started talking about token costs and just direct comparisons. It's no longer pie in the sky.
because not everything can be describe in code, language, or speech. if you're iterating on anything that requires refinement in terms of perception, you may need real time feedback.
I feel like it's because of the way they are internally structured. They have some people who are machine learning trained on post-training, and other people who have nice product management resumes. The post-training people want more compute, well-formatted data, honestly more ways to try whatever technique of reinforcement learning they want.
The product people are building things, but OpenAI has literally been throwing stuff at the wall and it hasn't been sticking. They seem to be behind in terms of everything user interface. Canvas came after Anthropic had artifacts. Codex came after Anthropic had Claude Code.
Some of their researchers (okay one) have (has) stated they believe in interface work. That's because GUIs help engage the person beyond thought, and help the person work with more complexity (perception, physics, form, 3D). But they're playing catchup, or they're trying to incubate wins in science / math.
For example, at school they can have an agreement with Gemini, but the student / academic could have bought an individual pro subscription to any other model provider.
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