OpenAI promises return on investment in 2029...

A company "that has no path to profitability,"

As I've said before, I believe there's also a subprime AI crisis brewing because OpenAI's API services — which lets people integrate its various models into external products — is currently priced at a loss, and increasing prices will likely make this product unsustainable for many businesses currently relying on these discounted rates.

As I've said before, OpenAI is unprofitable, unsustainable and untenable in its current form.

The author explains it in few points. See their breakdown on the revenue estimates.

POV

And, if we're honest, it still isn't obvious why anyone should use ChatGPT in the first place, other than the fact everybody is talking about it.

This heavily-suggests that generative AI, as a technology, doesn’t necessarily have a product-market fit.