This is an argument that OpenAI needs to achieve a supernatural outcome in order to be a financial success.

So you think superhuman intelligence is supernatural.

If you want to substitute "science fiction" that's fine too. We generally don't bank real investment expectations on science fiction outcomes. The positive expectation scenario you've provided is "OpenAI obsoletes workers, to the extent that Walmart is small fish". That's a sci-fi outcome, not a rational expectation.

You would have called ChatGPT or Dall-E science fiction just shortly before it actually came out.

Perhaps. Also time travel machines. But for different reasons.