Their business model is based on making money from LLMs. That is some mix of (a) selling API access to businesses and (b) making money from ads / referral fees

Their business model is based on making money from LLMs. That is some mix of (a) selling API access to businesses and (b) making money from ads / referral fees / whatever from consumer usage. The businesses API usage will disappear overnight if OpenAI doesn't honor its contracts with businesses.