They are about to hit 700M weekly active users. That's approaching Facebook order of magnitude market penetration. Of course they have a ridiculous infra OPEX, but the user data alone is probably worth a good chunk to anyone should it ever come to a sell-off. And should they ever start profit-squeezing, it'll be a gigantic gold mine. At this point I'd be much more worried about investing in the smaller competitors like Anthropic, who run on a tiny fraction of the user base. There's basically nothing of value there if they ever get toppled on the tech side.

Stake in the ground , as smart phones did ; chargpt will make future dumber + once parasitic dependancy goal accomplished

Schools/ universities getting obliterated student performace tanking. Their mission is parasitic dependence induction "helping the masses" .

Like Google they have successfully pulled the football from Charlie brown on any responsibility over the quality of information provided ... all the other llms are just mirrors of chatgpt conception of an ai interaction experience ... they just announced it gov grants openai perpetual subscription $ fee from every federal employees (so they would be collecting as the employer all of the employees internal deliberations as chatgpt logs which court stated could not be deleted) , it really feels like they are trying to digitize the teachers union lock on student thought and automate out white collar wealth that nip at the heels of capital class).