> has hundreds of millions in income

By selling a dollar for ninety cents? This metric is meaningless.

The issue is, as it stands, LLMs are going to become a commodity. Could that happen and OAI is still a valuable firm? Maybe. Do I personally think OpenAI has the product prowess to pull it off? Nah, I think they are overly-concentrated with technologists (same problem Google has). Apple is still king when it comes to figuring out the ideal form of the product the buyer desires.

Apple can take a future OSS model and produce the winning product. That truth would be very bitter for many to swallow. Cook maintaining good relations with China could be the thing that makes Apple topple everyone in the long-run.