My view is that medium- and long- terms are determined by fundamentals of what the technology actually delivers.
OpenAI and ChatGPT are great and gets a lot of mind-share. But they are far from the only game in town and, at this still very-early stage of the tech cycle, the outwardly-visible leader can easily change in months.
Kara swisher is reporting it’s a conflict between business goals and nonprofit goals. Unless there’s some conflicting reporting coming out soon, that probably enough to tamp down any speculation that will undermine the whole ai market.
However big his transgressions may be, it's actual impact is finite, while the speculation can be infinite.