The point I made in the original post was that having the best language model today doesn’t produce substantial revenue. Rather the bet here is that they will c

The point I made in the original post was that having the best language model today doesn’t produce substantial revenue. Rather the bet here is that they will continue to have the best language model (and chips etc.) when we reach the commercialization period you refer to when you say “given a few years.” That’s a pretty long term bet on the idea that OpenAI will retain its current advantages and that OpenAI’s best model will be the only one that can satisfy those use-cases well and that OpenAI will be better at selling to the specific businesses that need the tech. Maybe all those things will remain true, who knows.