And given that the tech itself is rapidly proliferating and effectively just public research and compute, including open source not being far behind, the fact that they're not even making money right now when they do have somewhat of a monopoly is kind of a bad sign.
The much more likely scenario is that these systems will run locally on commodity hardware soon, it'll be free because every large company offers it, and they'll end up slapping ads on it or sell enterprisey stuff to businesses.