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Google AI Ultra

(blog.google)
320 points mfiguiere | 1 comments | 20 May 25 18:20 UTC | HN request time: 0.001s | source
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julianpye ◴[20 May 25 20:56 UTC] No.44045838[source]▶
Why do people keep on saying that corporations will pay these price-tags? Most corporations really keep a very tight lid on their software license costs. A $250 license will be only provided for individuals with very high justification barriers and the resulting envy effects will be a horror for HR. I think it will be rather individuals who will be paying out of their pocket and boosting their internal results. And outside of those areas in California where apples cost $5 in the supermarket I don't see many individuals capable of paying these rates.
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browningstreet ◴[20 May 25 23:54 UTC] No.44047069[source]▶
The big problem for companies is that every SaaS vendor they use wants to upsell AI add-on licensing upgrades. Companies won’t buy the AI option for every app they’re licensing today. Something will have to give.
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1. ethbr1 ◴[21 May 25 00:48 UTC] No.44047317[source]▶
BYOLLM is the future.

Nobody outside of the major players (Microsoft, Google, Apple, Salesforce) has enough product suite eyeball time to justify a first-party subscription.

Most companies didn't target it in their first AI release because there was revenue laying on the ground. But the market will rapidly pressure them to support BYOLLM in their next major feature build.

They're still going to try to charge an add-on price on top of BYOLLM... but that margin is going to compress substantially.

Which means we're probably t minus 1 year from everyone outside the above mentioned players being courted and cut revenue-sharing deals in exchange for making one LLM provider their "preferred" solution with easier BYOLLM. (E.g. Microsoft pays SaaS Vendor X behind the scenes to drive BYOLLM traffic their way)