At this point I'd say this is a faith investment that either LLM/GenAI use is going to explode, and OpenAI is going to get a significant share of that, or that OpenAI will achieve a much more powerful and valuable AGI.

It seems corporate evaluation/adoption of GenAI is still early stages, and not at all clear who the winners are going to be if there is a lot of revenue forthcoming. How does OpenAI complete with free models from Meta, or open source ones, or pricing strategies from giants like Microsoft, Google and Amazon?