Stratechery: OpenAI's confusing Dev Day Apps hide a clear platform-transition vision

Stratechery · rss · 2026-09-30

Ben Thompson's Stratechery analysis of OpenAI Dev Day argues the showcased products look frankly confusing at first glance, but there's more vision than it seems. He reads the event as OpenAI's product transition from chatbot to platform — with AgentKit and Sign In With ChatGPT positioning OpenAI as the entry layer between users and third-party apps.

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