This is the only play for OpenAI. The AI service is going to be commoditized very very quickly and their moat will be gone. They will be doing vertical integration and push into everything. If people complained apple and google looked at apps and copied the functionality themselves what OpenAI will do will be much worse. Also when it took apple and google years to do it, OpenAI will do it very very quickly, in a year most
The other play is they build chatgpt.com into a destination. Two major data points to this: [1] Over 400M weekly actives, and [2] recent reports that chatgpt will be adding X.com / social network style features
Their remaining moat is basically captured developer mindshare/inertia. That is important, but given how easy it is to swap out back-end models, and how good other models are - ultimately cost is going to win. And it's currently a race to the bottom in pricing.
