OpenAI actually never had a focus. Their VC pith was: once the AI is good enough, it will find our business model. They've raised money on that.

With that said you are right, it seems OpenAI got numbed by ChatGPT's initial success and tried to be the go-to brand for consumers... which is Google's playground.

Meanwhile, Anthropic led the B2B market with a clever segmented approach, and got well-paying customers.