It matters immensely in the early days and is the basis for all growth that follows. So cutting it off early cuts off future growth.

Sure - not like most of the infrastructure of pretty much everything online is built on top of projects originating in that space or anything.

How do they want to commercialise it? Do they want moms to tinker on ChatGPT once a month to do their children's homework? Or do they want people to build businesses using their software

Mom and Pop offer more users with less legal exposure.

do they have the cash money dollar? and the willingness to spend it on what is essentially a toy they will quickly grow bored of? I don't think this is the best path to profitability