On the broader point, I think it's right to say that OpenAI has challenges. It simply has no differentiation beyond branding and arguably there are quite a few obvious ways it messed up and lost momentum (the board fight, trying to go in every direction at once etc.)

Today you have a phone in your pocket and you have apps on your home screen. Facebook is on your home screen, Whatsapp or X or Bluesky or whatever have a place on your home screen. Google basically is the safari app on iPhone. I don't know how many people have ChatGPT on their home screen. And soon, there will be some AI in your home screen from Apple (served by Google or another big hitter)that will be an incredible advantage.

That means OpenAI either needs to build up history with users very quickly and use that as stickiness before Apple nukes that distribution. Or they need to find a way of being another device that every living person has in their pocket.

Every attempt at doing that so far has been a comical failure and the way OpenAI are behaving makes me think their attempt will be no different.