I don't think the ideas matter. It's even possible (though unlikely) OpenAI could have some great new angle on social search or whatever you're suggesting that

I don't think the ideas matter. It's even possible (though unlikely) OpenAI could have some great new angle on social search or whatever you're suggesting that makes them big money. The point is that it's tangential to the need for bigger and bigger AI advances that are already priced into the market. If there's an indication that's stalling, the industry will feel it hard, regardless of whether someone invents a better search engine.