OpenAI's Windows Play

In this monologue, Ben Thompson analyzes OpenAI's recent strategic moves, comparing them to Microsoft's dominance in the PC era with Windows. He argues that OpenAI is positioning itself as the "Windows of AI" by creating a platform where apps reside within ChatGPT, leveraging its user base to attract developers. Thompson also discusses OpenAI's partnership with AMD as a strategy to counter NVIDIA's dominance in the chip market, drawing parallels to IBM's approach with Intel and AMD. He concludes that OpenAI's broad approach, while seemingly unfocused, allows it to capitalize on the current AI bubble and attract significant investment, potentially leading to durable infrastructure and a stronger position as the linchpin of the AI ecosystem.