It's clear that OpenAI has peaked. Possibly because the AI hype in general has peaked, but I think moreso because the opportunity has become flooded and commoditized, and only the fetishists are still True Believers (which is something we saw during the crypto hype days, but most at the time decried it).

Nothing against them, but the solutions have become commoditized, and OpenAI is going to lack the network effects that these other companies have.

Perhaps there will be new breakthroughs in the near future that produce even more value, but how long can a moat be sustained? All of them in AI are filled in faster than the are dug.