Yep and lets not forget, those people are incredibly price sensitive.

Is there enough product differentiation between OAI and Gemini? Not that I can see. And even if it was a low price, thats not the point - people hate paying a penny for something they expect to be free.

By the time OAI has developed anything that enables them to acquire and exercise market power (profitably), they will have ran out of funding (at least on favourable terms). Which could cause key talent to leave to competitors and so on. Essentially a downward spiral to death.