Comment by cdblades

If you re--calibrate from any lofty idea of their motives to "get investor money now", this and other moves/announcements make more sense: anything that could look good to an investor.

User count going up? Sure.

New browser that will deeply integrate chatGPT into users lives and give OAI access to their browsing/shopping data? Sure

Several new hardware products that are totally coming in the next several months? Sure

We're totally going to start delivering ads? Sure

We're making commitments to all these compute providers because our growth is totally going to warrant it? Sure

Oh, since we're investing in all of that compute, we're also going to become a compute vendor! Sure

None of it is particularly intentional, strategic, or sound. OAI is a money pit, they can always see the end of the runway, and must secure funding now. That is their perpetual state.