It’s more like running a PaaS product backed by AWS and then your customers realizing they can just use AWS directly, pay less, and have less complexity. And they have done this before for what it’s worth.
I'm assuming that the target customer of this is people whose moat is proprietary data. If their moat is a unique approach to building a model, then it would indeed be dangerous to engage OpenAI. But then I'd think OpenAI would be hesistent to engage as well.