I assume the reference was AI use cases are not profitable. Those companies are subsidizing and OpenAI/grok are burning money.
Google, Amazon, and Microsoft do a lot of things that aren't profitable in themselves. There is no reason to believe a company will kill a product line just because it makes a loss. There are plenty of other reasons to keep it running.
Yeah but OpenAI is adding ads this year for the free versions, which I'm guessing is most of their users. They are probably hedging on taking a big slice of Google's advertising monopoly-pie (which is why Google is also now all-in on forcing Gemini opt-out on every product they own, they can see the writing on the wall).