Is that information about their low conversion rates from credible sources?
https://www.wheresyoured.at/wheres-the-money/
https://www.wheresyoured.at/openai-is-a-systemic-risk-to-the...
A very solid argument is like that against propaganda: it's not so much about what is being said but what about isn't. OpenAI is basically shouting about every minor achievement from the rooftops so the fact that they are remarkably silent about financial fundamentals says something. At best something mediocre or more likely bad.
Basically, it's one of those things you may read and find that, all things considered, you don't agree with the conclusions, but there's real substance there and you'll probably benefit from reading a few of his articles.