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Not sure that's the right way to look at it Premium Telegram users get to try for free, will move to a subscription model Telegram has 12m premium users up fr
by aresant 1y ago
Not sure that's the right way to look at it
Premium Telegram users get to try for free, will move to a subscription model
Telegram has 12m premium users up from 4m in 2023, and 1b+ users
Not unreasonable to think a 5% take rate from just premium users at say $10/month extra
Which - at 50% revenue share to GROK - would be a ~$36m a year run rate for Grok
At $36m in this category of AI SaaS that's something like $400 - 500m in enterprise value out of the box