At some point, we have to move away from ad based model. I already pay for youtube premium, love the experience. I am happy to pay for ChatGPT as well, especially it is a good assistant to knowledge based workers, those who wouldn't shy away from paying for it. I still believe Google can win this race just like they did with Android.
OpenAI's market is more comparable to AWS. Each product is another backing service for some other product to integrate with and sell to _their_ users.