I'm not sure when it'll collapse, but it's definitely a giant bubble. Between the LLMs, the massive enshitification the last couple years with almost every company trying to squeeze their users and business partners at the same time, and now most of their leaders openly aligning with fascists, it's gotten really bad really fast. The fact that OpenAI said they were loosing money on their $200/month plan shows they have no clue what they're doing, and are probably just hoping it improves into AGI so they can have automated slavery.