Liked your post. I'd add a mention of the book Empire of AI by Karen Hao, which I just finished reading. It's a fascinating study of the rise of OpenAI and the impact of the needs of the AI industry for data and compute-power.
Sam Altman doesn't fare well in the book. He comes across as a duplicitous Napolean-fanboy, who nevertheless managed to develop a cult following amongst his employees. A following that has eroded over time but is still holding. Many ex-OpenAI employees have gone on to create rival companies, including Anthropic.
As for OpenAI ignoring specific areas of the market where AI can create revenue: they never really had that focus. They began as an altruistic effort to produce AGI for the human race, and bit by bit, their mission was compromised over time. They took on VC funds with some strings attached, and pleased their backers with some relevant products (see Copilot for example.) Now they have shed their altrusitic non-profit ambitions, but they continue to appear to be fixated on achieving AGI no matter what.