We don't even know yet if the model is the product though, and if OpenAI is the company that will make the AI product/model, (chat that keeps expanding into other functionalities and capabilities) or will it be 10,000 companies using the OpenAI models. (well, it's probably both, but in what proportion of revenue)
Right, but it might not even matter if all the competitors are in the ballpark of the final product/market fit and OpenAI holds a commanding lead in customer acquisition.
Again: I don't know. I've got no predictions. I'm just saying that the logic where OpenAI is outcompeted on models themselves and thus automatically lose does not hold automatically.