That's true, but that doesn't mean much as long as these particular users are free users that don't bring any money to the company (and cost a lot compared to s

That's true, but that doesn't mean much as long as these particular users are free users that don't bring any money to the company (and cost a lot compared to similar users in other technology companies). The real business is enterprise API endpoint billed by the millions of tokens, and in that particular domain OpenAI has literally zero market lock-in (and they probably depends more on Microsoft sales power than on their own brand value). Unless OpenAI can show that they are able to make money from the mass of casual users, they are in a tough spot.