Maybe I’m wrong, but my first reaction to your initial number is that users doesn’t mean active users. I would expect a difference of an order of magnitude, which keeps your conclusion but just with a hundred times more instead of a thousand times more.
That’s reasonable. OTOH if Codex is as useful as some people say it is, it won’t just be 10% of active users buying subscriptions and/or subscriptions might cost more than $15/mo, and/or people who aren’t active on GitHub might also buy subscriptions.
Agreed. Part of the difficulty here is that you want to find who will buy a subscription and keep it. I expect a lot of people to try it, and most of them to drop it (either because they don’t like it or because it doesn’t help them enough for their taste) but no idea how to Fermi estimate that number.
Maybe I’m wrong, but my first reaction to your initial number is that users doesn’t mean active users. I would expect a difference of an order of magnitude, which keeps your conclusion but just with a hundred times more instead of a thousand times more.
That’s reasonable. OTOH if Codex is as useful as some people say it is, it won’t just be 10% of active users buying subscriptions and/or subscriptions might cost more than $15/mo, and/or people who aren’t active on GitHub might also buy subscriptions.
Agreed. Part of the difficulty here is that you want to find who will buy a subscription and keep it. I expect a lot of people to try it, and most of them to drop it (either because they don’t like it or because it doesn’t help them enough for their taste) but no idea how to Fermi estimate that number.