OpenAI is racing against two clocks: the commoditization clock (how quickly open-source alternatives catch up) and the monetization clock (their need to generate substantial revenue to justify their valuation). The ultimate success of this strategy depends on what we might call the enterprise AI adoption curve - whether large organizations will prioritize the kind of integrated, reliable, and "safe" AI solutions Open…
I agree that if you're sure you have a commodity product, then you should make sure you're in the driver seat with those that will pay more, and also try and grind less effective players out. (As a strategy assessment, not a moral one).
You could think of Apple under JLG and then being handed back to Jobs as precisely being two perspectives on the answer to "does Apple have a commodity product?" Gassée thought it did, and we had the era of Apple OEMs, system integrators, other boxes running Apple software, and Jobs thought it did not; essentially his first act was to kill those deals.