if the AI business is a bit more mundane than Altman thinks and there's diminishing returns the market is going to be even more commodified than it already is and you're not going to make any margins or somehow own the entire market. That's already the case, Anthropic works about as well, there's other companies a few months behind, open source is like a year behind.
That's literally Zucc's entire play, in 5 years this stuff is going to be so abundant you'll get access to good enough models for pennies and he'll win because he can slap ads on it, and openAI sits there on its gargantuan research costs.