That's right, what does OpenAI have now?
A comparatively massive user base, an app deployed onto many phones, accounts, the cutting edge AI models, the data, contracts for exclusive data access, compute contracts worth billions at a time when GPU compute is getting seriously scarce, corporate GTM partnerships from Bain to morgan stanley to Duolingo, a powerful brand (ChatGPT), tens of thousands of apps already built on their APIs, benefits from Government Lobbying
Ya, so really, what do they have, it sounds like they are basically dead.