They are way ahead in terms of execution from OpenAI.
How powerful the LLM model is, is a bit irrelevant for that usecase. The most important part is well integrated it is, how it fits certain user desires (anime, real life, kinks).
This doesn't seen to be something a big company like OpenAI would be great at executing upon.
To me, that's a huge bubble sign. This is a small market. Having OpenAI wanting to do something there makes me thing they are running out of usecases.