I agree that they don't have other revenue paths and think that's a big issue for them. I disagree that this means they care about their original mission though; I think they're struggling to replicate their original insane step function model improvements and other players have caught up.

If you liked the general analysis of OpenAI and the AI space, you may appreciate https://open.substack.com/pub/theahura/p/tech-things-gemini-... Or https://open.substack.com/pub/theahura/p/tech-things-gpt-pro...

Which focus much more on macro analysis and less on memes