> They cannot just stop and turn profitable like Uber.

Of course they can. They could just stop training new models and milk the existing ones. A billion users check in ChatGPT weekly. Software developers wouldn't stop using Codex.

OpenAI is not unlike any other startups who try to build their marketshare early on. No matter how much money they lose, they would be fine as long as they could raise more money than they spend. Uber is exactly the same. HN during 2015-2020 were full of comments predicting Uber's demise.