GPT-5 was I suppose their attempt to make a product that provides as good metrics as their earlier products.

Uber doesn't really compare, as they had existing competition from taxi companies that they first had to/have to destroy. And cars or fuel didn't get 10x cheaper over the time of Uber's existence, but I'm sure that they still can optimize a lot for efficiency.

I'm more worried about OpenAIs capability to build a good moat. Right now it seems that each success is replicated by the competing companies quickly. Each month there is a new leader in the benchmarks. Maybe the moat will be the data in the end, i.e. there is barriers nowadays to crawl many websites that have lots of text. Meanwhile they might make agreements with the established AI players, maybe some of those agreements will be exclusive. Not just for training but also for updating wrt world news.