for AI-native consumer apps to be truly ubiquitous we need: ARPU > Average Inference Cost Per User. How far away are we from that? Ideally AI native apps can hit APIs on every screen yet also pay for just by throwing some ads on it But I think we’re a while away: - unfort we’re probably >10x off right now. Monthly ARPU is $2-5? Token costs for an AI heavy app might be $20-50 of cost - much of consumer is global. Even if we hit the US/EU it’ll be a while before we can serve the broad base -…