Haha i also thought about that Y Combinator video. Yep, their prediction didn't age well and it's becoming clear that openAI is actually a direct competitor to most of the startups that are using their api. Most "chat your own data" startups will be killed by this move.
No different than Apple, then. A lot of value is provided to customers by providing these features through a stable organization not likely to shutter within 6 months, like these startup "ChatGPT Wrappers". I hope that they are able to make a respectable sum and pivot.
I think almost each startup is focusing on enterprise as it sounds lucrative but selling to an enterprise might qualitatively offset its benefits in some way (very painful).
Personally I love what Evenup Law is doing. Basically find a segment of the market that runs like small businesses and that has a lot of repetitive tasks they have to do themselves and go to them. Though I can't really think of other segments like this :)