Earlier quoted context omitted.
OpenAI has already forecast $12B in revenue by the end of this year. I agree that Google is well-positioned, but the mindshare/product advantage OpenAI has gives them a stupendous amount of leeway
The hurdle for OpenAI is going to be on the profit side. Google has their own hardware acceleration and their own data centers. OpenAI has to pay a monopolist for hardware acceleration and beholden to another tech giant for data centers. Never mind that Google can customize it's hardware specifically for it's models. The only way for OpenAI to really get ahead on solid ground is to discover some sort of absolute game…
Don't they have a data center in progress as we speak? Seems by now they're planning on building not just one huge data center in Texas, but more in other countries too.