timezones

Frontier AI labs like OpenAI will need to diversify their paid consumer base by acquiring more (paying) users in APAC to improve GPU utilization rates.

Consumer AI usage is spiky and follows the sun. APAC is active during the West's sleep hours. This makes high-purchasing-power countries like Japan, Australia, NZ, South Korea, Malaysia, Taiwan, Singapore all important consumer markets.

In markets like India, Indonesia, Philippines, Thailand, the labs should work with channels like telcos, internet service providers, banks to increase penetration and monetization.

The average revenue per token will be lower in APAC but AI capex is sunk - the GPU power bill will run anyway so any revenue generated in this timezone is better than zero.

Users in Asia can help with yield management. Same logic airlines use for off-peak pricing, hotels use for Sunday nights, cloud providers use for spot instances.