Stratechery OpenAI's Windows Play
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Oct 7, 2025 Explore OpenAI's ambitious strategy to become the dominant OS in AI, akin to Windows in the computing world. Discover how integrating apps like Canva and Zillow within ChatGPT transforms user interactions. Delve into the implications of OpenAI's multi-billion dollar partnership with AMD, challenging NVIDIA’s market stronghold. The conversation highlights the unique competitive landscape between OpenAI and Google, and the potential long-term benefits of building robust AI infrastructure.
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ChatGPT As The New OS
- OpenAI is positioning ChatGPT as the central OS-like product for AI experiences.
- Ben Thompson argues this could replicate Windows' platform dominance by aggregating users first.
Demo: Apps Inside ChatGPT
- OpenAI demonstrated in-chat app integrations like Canva and Zillow at Dev Day 2025.
- The company plans to add many mainstream apps such as DoorDash, Target, and Uber in the weeks ahead.
User Ownership Shifts Power
- Embedding apps inside ChatGPT means those apps may only exist for ChatGPT users if they integrate.
- Thompson highlights that owning users shifts integration burdens to third-party developers.