> It was worth the burn to capture the market.

You cannot compare Uber to the AI market. They are too different. Uber captured the market because having three taxi services is annoying. But people are readily jumping between models using multi-model platforms. And nobody is significantly ahead of the pack. There is nothing that sets anyone apart aside from the rate at which they are burning capital. Any advantage is closed within a year.

If OpenAI wants to make a profit, it will raise prices and be dropped at a heartbeat for the next cheapest option. Most software stacks are designed to be model-agnostic, making integration or support a non-factor.