Given how much stock Microsoft is putting into them, I would fully expect them to prop OpenAI up with funding, or possibly even buy them outright once the cost is low enough.
Plus, they're still giving away ChatGPT for free and not forcing payment for it. If they were imminently worried about solvency, you'd be seeing changes in business tactics to try and prevent that.
They are desperately trying to get it entrenched in company workflows, so when they close it off people pay no questions asked. It's not clear to me if people find it useful enough to pay for, and even where it is, I can't make the basic economics work at this sort of cash burn rate.
Like at the moment there's little chance our org would pay more for it per head than we do for our groupware (about $20/mo).
I guess if every single business does it for every seat it'll pan out - and that's why they're keeping it free - but it seems more likely the useful bits of it are gonna be embedded in all the other software we already pay for.
Plus, they're still giving away ChatGPT for free and not forcing payment for it. If they were imminently worried about solvency, you'd be seeing changes in business tactics to try and prevent that.