I don't know that OpenAI specifically is the weak link but this definitely adds to the argument that the entire sector is a wash with the same three or four companies passing around the same $50B over and over. OpenAI is just the link that seems most likely to break first.
I've subscribed to a few AI tools for the last 3 years now. I'm someone who almost never subscribes to anything.
I'm sure that $50b has my money in there somewhere.