Most people underestimate how early we are in consumer AI. Only 10% of the global population uses ChatGPT weekly - and it’s the #1 product by a large margin. We are still in the era where most consumer AI products are paid subscriptions. This is great in many ways - and it’s proven that among people who can pay for software, AI increases willingness to pay 10x. The $200 / month power user is real. But…the vast majority of people actually can’t pay for software, and AI has not yet changed…