A thought provoking explainer and insight article by Packy McCormick is well worth a read:
In under a year, OpenAI has gone from under-the-radar and unsure-how-to-monetize to one of the most potentially dominant strategic positions and business models in the history of tech. It happened almost by accident. While the technology deserves the praise it receives, its translation into a juggernaut business was far from certain until tens of millions of people rushed to use its new consumer-friendly interface. Since then, the dominos have fallen rapidly.