Even as criticism targets major model providers, his inability to answer clearly about revenue & dismissing it as a future concern reveals a great deal about today's market. It's remarkable how effortlessly he, Mira, and others secure billions, confident they can thrive in such an intensely competitive field.
Without a moat defined by massive user bases, computing resources, or data, any breakthrough your researchers achieve quickly becomes fair game for replication. May be there will be new class of products, may be there is a big lock-in these companies can come up with. No one really knows!