>OpenAI’s customer base is global.

I'd be willing to bet that, like many US websites, OpenAI's users are at lest 60% American. Just because there's 20x more people out there doesn't mean they have the same exposure to American products.

For instance, China is an obvious one. So that's 35%+ of the population already mostly out of consideration.

>It’s also obvious that they’re selling heavily to businesses, not consumers.

I don't think a few thousand companies can outspend 200m users paying $200 a month. I won't call it a "mathematical impossibility", but the math also isn't math-ing here.

Even if you grant that OpenAI might be as successful as Apple at international expansion and support, that’s still only a non-US market about double the size of the US market.