I mentioned ads as just one potential avenue for monetization. My main point is that OpenAI's current market position and strong brand awareness are the real differentiators. They're in a unique spot where they have the user's attention, which offers a range of monetization options beyond just ads. The challenge for them will be to balance monetization with maintaining the user experience that made them successful in the first place.

Also, don't forget the recent Apple partnership [1], a very strong signal of their strategic positioning. Aligning with Apple reinforces their credibility and opens up even more opportunities for innovation and expansion, beyond just monetizing through ads. I just searched through this thread, and it seems the Apple partnership isn't being recognized as a significant achievement under Sam Altman's tenure as CEO, which is surprising given its importance.

[1] https://news.ycombinator.com/item?id=40328927