Sam made a strange statement imo in a recent Ted Talk. He said (something like) models come and go but they want to be the best platform.

For me, it was jaw dropping. Perhaps he didn't mean it the way it sounded, but seemed like a major shift to me.

Before everyone caught up:

    We are in a race to make a new God, and the company that wins the race will have omnipotent power beyond our comprehension. 

    The models come and go, some are SOTA in evals and some not.  What matters is our platform and market share.

OpenAI has been a product company ever since ChatGPT launched.

Their value is firmly rooted in how they wrap ux around models.