I don't know what their plan is. The entire point of OpenAI at this point seems be their potential future offerings but at this point I can't think of how it would materialise. Their recent roadmap and 4.5 release has been a disappointment. Any innovation of theirs is replicated within a couple of months.
The most telling aspect of the Deepseek fiasco was that it made it clear that these people are putting zero effort into being efficient. It makes it look like they are colluding with Nvidia where they claim that they need more compute which Nvidia is the only provider for so they just inflate each others' valuations.
Assuming that they get the regulatory protection they want, what then? OpenAI is a VC money blast furnace and there is no chance of that changing anytime soon. I feel the whole value proposition of OpenAI to investors was that it would let companies fire human workers and replace them with AI at lower costs and risks but their tech is too shit for that and that also is not going to change anytime soon. The marriage between the Trump regime and silicon valley rent seekers is borne out of pure short term opportunism.
I wish that OpenAI and their ilk would die already so I could begin to make sense of the world.