Stripe, Airbnb, Doordash, Uber etc. They're services that add value by extending existing concepts to the Internet or in a slightly better way. There's nothing revolutionary or earth shaking about them. They're eBay, taking auctions and putting it online; it's not revolutionary, it's modestly evolutionary. They certainly add very real value (although Airbnb's value add at this point may be going backwards; most services peak in value creation at some point before heading south).
The connected world took notice of GPT extremely rapidly. Only a few tech lightning strikes have been like that in the past 50 years, and only a few have moved very fast.
Downplaying the dramatic impact of GPT 3 / 4 would be silly, frankly. And we're only in the first or second inning. It has set off a remarkable chain reaction that is reverberating globally. It's a eureka moment the likes of which you only see a few times in a lifetime if you're lucky.
you can make comments like this for just about any product taken to market and downplay the value of the making it mass market, affordable, usable, etc
I'm sure AI has real value, but what percent of that comes from LLMs and what contribution OpenAI will wind up making to the business of AI is not very clear. I don't really think the world will be different in ten years than it would have been without openai.