Open source just caught up to GPT-4, which was released over a year ago. You don't think all of the advances in hardware don't also play into their hands? They have GPT-5 in the pipeline and are likely hard at work planning and prepping for GPT-6.
A year or two beyond the competition, at this point, is their moat.
And they are going to run into source data problems. The internet is not producing that much more quality content, and now they have a problem with AI-generated clickbait.