Isn't most of OpenAI revenue from end users and not revenue from token sales? For Anthropic, it is the opposite where almost all of their revenue comes from API usage. So even if AGI/ASI don't pan out, OpenAI will have a great consumer-focused inference business where they build useful applications (and new devices) using existing state-of-the-art LLMs and stop investing heavily in the next gen model training? I think potentially just replacing Google Search and smartphones with a new AI device would be massive consumer businesses that OpenAI could potentially go after without any major advancements in AI research.