It feels like OpenAI is moving into the extraction phase far too soon. They are making their product less appealing to end users with ads and aggressive user-data gathering (which is what this really is). Usually you have to be very secure in your position as a market segment owner before you start with the anti-consumer moves, but they are rapidly losing market share, and they have essentially no moat. Is the goal just to speed-run an IPO before they lose their position?