Uber’s situation was different, though. The reason Uber were bleeding money is because they purposefully made all their rides cheap to undercut the taxi businesses. People used Uber because it was cheaper than renting a taxi.

Now you can’t really find taxis anywhere, even at airports it’s a lot more difficult than it used to be.

Once the taxi business was disrupted enough, Uber’s pricing skyrocketed and customers had basically no other options for competition on pricing.

OpenAI basically created a new market. There is no AI chatbot incumbent to disrupt and swallow.