I am not an expert in this area, but I know the basics about LLMs and underlying infrastructure. I find Generative AI to be mildly amusing at best, and LLMs are not particularly great at tasks that I am working on.
However, you'd have to have almost every working aged man and woman in the USA AND Europe to be paying for AI tools for these companies to get back their investments AND turn a profit. And for that to happen, every working aged man and woman would need to get a lot of value out of it - and that's assuming that that kind of scale doesn't cause the losses to become even larger, as from what I have read, the scaling issues associated with LLMs are currently at a place where the only way to turn a profit would be to *massively* increase prices on the current paying user base, (and possibly, dump all of the freeloaders).
And that could mean power users paying upwards of $1000/month for their LLM usage, and that would mean that a significant portion of their jobs would have to be doable with AI for there to be much savings. Enterprise users are essentially a different type of Power User - Just Much Fucking Larger. So, Enterprise customers will be paying millions a year, and that requires some Seriously Fine ROI.
The math isn't mathing.