> OpenAI is struggling to monetize. They turned to showing ads in ChatGPT, something Sam Altman once called a “last resort”, while Anthropic is crushing them with the more profitable corporate customers and software engineers. Their shopping feature flopped and they shut down Sora, both supposed to be revenue drivers.

I don't think Sora ever thought of as a "revenue driver" considering how notoriously expensive and unpredictable video generation via inference is. OpenAI is just a repeat of Uber—minus the scandals—in a different decade. Uber got itself into tons of businesses related to transportation on the assumption that it would all be viable "one day." Same stuff that OpenAI is going.

I would say, once the bubble bursts—which is likely, considering the geopolitical environment—OpenAI, Anthropic, and Alphabet are likely to be the winners, with a lot of small players at the tail end. Anthropic won over programmers and OpenAI on everyone else. For millions of people, AI = ChatGPT, so I would bet that OpenAI can still become profitable, once they cut down their expenses.