Now turns out Linux is the workhorse everywhere for running workloads or consuming content. Almost every programming language (other than Microsoft's own SDKs) gets developed on Linux, has first class support for Linux and Windows is always an afterthought.
It has gone to that extent that to lure developers, Microsoft has to embed a Lunux in a virtual machine on Windows called WSL.
Local inference is going to get cheaper and affordable and that's for sure.
New models would also emerge.
So OpenAI doesn't seem to have an IP that can withstand all that IMHO.
The dev bubble is not that small. This very website is I'm pretty sure not served from Windows.
Other than stack overflow or few handful of exceptions, very little is actually served from Windows if I'm not wrong.