I mostly agree, but I think they are in a overall better position than most social media/messaging/video hosting platforms were over the last decades, because a significant fraction of their customers is willing to pay for this kind of service already (they are not inevitably forced to rely on ads for revenue) and cost per token (for OpenAI) can reasonably be expected to decrease continuously (unlike costs for ridesharing startups like uber, or the e-scooter thingies).