The problem is that inference is a whole different ballgame in terms of costs compared to a traditional SaaS model where each extra customer adds near zero in c

The problem is that inference is a whole different ballgame in terms of costs compared to a traditional SaaS model where each extra customer adds near zero in cost. They may make it work but OpenAI is more akin to a traditional high revenue low profit business like for example a grocery store. Thats why we are seeing the explosion of extra tools to try lock in business for higher value use cases and not fight on the margin.