in openAI’s case, 70% of their cost is related to researching, training, and aquiring hardware to train new SOTA models.
hypothetically, they could just put a pause on that anytime and their profit would skyrocket.
i know they wouldnt do that.
more likely just lower their prices a bit to remain competitive.

one way to look at it:

Toyota ™

• Market cap: ≈ $226.8 billion (USD)
• Revenue: ≈ $334.3 billion (USD)
• Net profit: ≈ ¥2.36 trillion → ≈ $13.0 billion

Ferrari (RACE)

• Market cap: ≈ $95 billion (USD)
• Revenue: ≈ $8.4 billion (USD)
• Net profit: > €1 billion → ≈ $1.15 billion

but more importantly: perhaps it doesnt have to be a competition. everyone wins either way.