OpenAI will need to stop burning money eventually, but so does everyone else in the space. The longer they can do this the more squeeze it puts on their competitors.

I would call out though that I think there is one way in which this differs from the Uber situation. Theoretically at some point we should hit a place where compute costs start to come down either because we've built enough resources or because most tasks don't need the newest models and a lot of the work people are doing can be automatically sent to cheaper models that are good enough. Unless Uber's self driving program magically pops back up, Uber doesn't really have that since their biggest expense is driver wages.

I think it's a long shot, but not impossible, that if OpenAI can subsidize costs long enough that prices don't need to go too much higher to be sustainable.