This, I think, is the crux of it. OpenAI is burning money at a furious rate. Perhaps this is due to a classic tech industry hypergrowth strategy, but the challe

This, I think, is the crux of it. OpenAI is burning money at a furious rate. Perhaps this is due to a classic tech industry hypergrowth strategy, but the challenge with hypergrowth strategies is that they tend to involve skipping over the step where you figure out if the market will tolerate pricing your product appropriately instead of selling it at a loss. At least for the use cases I've been directly exposed to, I don't think that is the case. They need to keep being priced about where they are right now. It wouldn't take very much of a rate hike for their end users to largely decide that not using the product makes more financial sense.