This. My take is that OpenAI started as a lab of sorts, but then their research started showing real results. But, Altman isn't really a great businessman...look at his Wikipedia page. It's basically Y-combinator, get first investment opportunities in a plethora of start-ups, some pay-out, rising tide you are rich. As a visionary he sucks...this erotic business is almost certainly his idea. As a leader he sucks, his previous leadership fired him and walked out, only to be reinstated by Micro$oft to have a patsy to protect their interests. And as a hiring manager, he also sucks, his CFO, Friar, has a bad track record, his product person Weil, is mid at best. Then pay Jony Ive a billion dollars to do something with smooth edges ?!? All of them look the part but are basically in that category of execs that fail upwards. I expect they have nightly dreams about imposter syndrome
Missing from all of this is an actual plan to sell stuff and make money. They have been able thus far to get investment money thrown at them, but now there is competition. And new paradigms where other firms are figuring out ways to solve for bottlenecks in NVIDIS gpus, memory, power use, water use...land use, etc. All the time Altman has been making speeches and pushing the AGI narrative and random bs like erotic ai, whatever.
Anthropic meanwhile figures out a chart about what current AI can do, and then begins to monetize that. To the extent that they are the only firm in living memory that has willingly passed up fat tax dollars from the US government. They are also more focused only on those places current AI can be sold for money. Legal, business finance, management, and yes computer programming. There are likely dozens of lesser known firms also targeting specific industry verticals like OpenEvidence for medical clinicians. OpenClaw and better iterations of same idea...where is OpenAI in any of this?
tldr; OpenAI was first, but they are being quickly surpassed by others. Their leadership is a joke, no vision, nor business acumen, just the usual VC glad-handing that got them this far but likely not much further. Now the pressure is on from their investors and just now they are trying to focus on an actual business rather than a $300 billion vanity project. But probably too late.