an LLM is a curiosity without user data, anyone with a big silo of data can put out something years behind frontier and still instantly see huge usage. No one wants to go to AI, they want AI to come to them, unless OpenAI can stake a claim in a super novel way they're the Dropbox.
It's not like someone is going to use insider OpenAI knowledge to build an LLM so advanced you switch email, phone, or ERP providers