Which Companies Are Generating Meaningful Gen AI Revenue from End Users?

I don't know of any.

If Sam Altman is not sure about what the end-user use cases for Gen AI look like, what does that say about longer-term Gen AI revenue and demand?

• NVIDIA is making money selling chips to those companies building LLMs (OpenAI, Google Cloud, Groq, etc.);

• LLM companies are making money selling LLMs to the cloud server companies (Azure, AWS, etc.);

• Yet, which companies are generating meaningful Gen AI revenue from end users? I don’t know of any.

• Therefore, how much capital will venture and corporate investors deploy on these massive LLM builds before they start asking questions about end-user ROI?

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