Behind the Numbers: an EMARKETER Podcast Is ChatGPT the Next Operating System? What That Means for Google and AI Devices | Behind the Numbers
Oct 24, 2025
Yory Wurmser, a principal analyst specializing in advertising and media, teams up with Grace Harmon, a tech analyst focused on AI. They explore the potential of OpenAI as a super app that could transform consumer devices, discussing its impact on traditional platforms like Google. The duo analyzes which integrated apps will thrive within ChatGPT and what monetization strategies may emerge. They also ponder the shifting landscape of data privacy and the future of AI-first interfaces, predicting a gradual, yet significant disruption in tech.
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Everest Metaphor Opens Episode
- Marcus shares a fact about Mount Everest and compares it to stacking One World Trade Center 29 times.
- This light opening illustrates the show's casual tone before the main AI discussion.
ChatGPT As A Conversational OS
- OpenAI aims to make ChatGPT the central conversational layer that connects and runs third-party apps.
- This approach turns interactions toward a conversational OS that coordinates tools rather than isolated app icons.
Devices Become AI-Oriented Assistants
- Grace Harmon explains the device experience would shift from app-driven to an AI assistant that orchestrates tasks conversationally.
- Smaller apps still exist but plug into the AI as specialized tools instead of primary interfaces.