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[@dandycapital](/creator/twitter/dandycapital)
"Open AI projecting $125bn in XX is equal to 2x expectations for NFLX roughly. IMO consumer subscriptions could represent that alone without starting to consider entreprise/coding/advertising or what they could charge businesses for visibility"  
[X Link](https://x.com/dandycapital/status/1979914838198354182) [@dandycapital](/creator/x/dandycapital) 2025-10-19T14:17Z XXX followers, XX engagements


"So I am now convinced that the AI opportunity is mostly in DTC subscriptions. I can see how it can disrupt most concierge type businesses (eg. Travel Agents Personal Shoppers etc)"  
[X Link](https://x.com/dandycapital/status/1979865935801704499) [@dandycapital](/creator/x/dandycapital) 2025-10-19T11:03Z XXX followers, XX engagements


"People will be more likely to be subbed to ChatGPT vs. NFLX. I also think that a lot of people will have professional and personal subscriptions. Once capex spending reaches max big tech balance sheet leverage and the numbers get too big"  
[X Link](https://x.com/dandycapital/status/1979914841398669412) [@dandycapital](/creator/x/dandycapital) 2025-10-19T14:17Z XXX followers, XX engagements


"We will probably start seeing massive restrictions on free users to force paid sub growth. Then people will realise the massive consumer potential"  
[X Link](https://x.com/dandycapital/status/1979914844401701022) [@dandycapital](/creator/x/dandycapital) 2025-10-19T14:17Z XXX followers, XX engagements


"So its true that $20bn exit rate for the year is small but really its about getting the infrastructure secured and increasing usage now. Open AIs ability to fund ridiculous losses and getting scarce infra fast is something good and others will need to match"  
[X Link](https://x.com/dandycapital/status/1979914847019049047) [@dandycapital](/creator/x/dandycapital) 2025-10-19T14:17Z XXX followers, XX engagements


"Or Open AI will get away with over half of a market Im pretty sure people are underestimating by a LOT right now. And as soon as openAI turns the profit lever on by forcing people to pay it will be revealed. So keep the service free as long as possible until you NEED revs to fund incremental build out"  
[X Link](https://x.com/dandycapital/status/1979914849913356572) [@dandycapital](/creator/x/dandycapital) 2025-10-19T14:17Z XXX followers, XX engagements