OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experiences that haven’t been invented yet, and it can’t invent all of those itself. What’s the plan?

When I say "generative AI isn't going away," people hear "and you have to like it." You don't, and you might be right not to. But the is-ought divide here is real and we should all be preparing for both outcomes.