More generally, I wonder how a lot of smaller startups will fare once OpenAI subsumes their product. Those who are running a product that's a thin wrapper on top of ChatGPT or the GPT API will find themselves at a loss once OpenAI opens up the capability to everyone. Perhaps SaaS with minor changes from the competition really were a zero-interest-rate phenomenon.
This is why it's important to have a moat. For example, I'm building a product that has some AI features (open source email (IMAP and OAuth2) / calendar API), but it would work just fine even without any of the AI parts, because the fundamental benefit is still useful for the end user. It's similar to Notion, people will still use Notion to organize their thoughts and documents even without their Notion AI feature.
Build products, not features. If you think you are the one selling pickaxes during the AI gold rush, you're mistaken; it's OpenAI who's selling the pickaxes (their API) to you who are actually the ones panning for gold (finding AI products to sell) instead.