I emphasized product because OpenAI may have great technology. But any product they sell is going to require mass compute and a mass sales army to go into the “enterprise” and integrate with what the enterprise already has.
Guess who has both? Guess who has neither?
And even the “products” that OpenAI have now can only exist because of mass subsidies by Microsoft.
While this tech has the ability to replace a lot of jobs, it has likely the ability to replace a lot of companies.