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ChatGPT变身AI操作系统,才是AI的“iPhone时刻”
3 6 Ke·2025-10-10 12:41

Core Insights - The article discusses the challenges faced by startups in the shadow of tech giants and highlights OpenAI's potential to break free from this dominance through innovative features in ChatGPT [1][3]. Group 1: OpenAI's Innovations - OpenAI introduced a significant feature at the DevDay event on October 7, allowing ChatGPT to directly invoke third-party applications like Spotify and Canva within its interface, streamlining user interactions [3][5]. - The development of the Apps SDK enables software originally designed for platforms like Windows and iOS to be integrated into ChatGPT, facilitating a seamless user experience [5][7]. - OpenAI plans to implement the Agentic Commerce Protocol, which will allow third-party applications to conduct transactions directly within ChatGPT, marking a shift towards an AI operating system [5][7]. Group 2: Market Dynamics - ChatGPT has reached 800 million weekly active users, providing a strong foundation for third-party applications to join its ecosystem, potentially surpassing the initial user bases of iOS and Android [7]. - The current AI landscape is characterized as a "burning money game," with many startups skipping the "million" funding stage and moving directly to "billion" [7][9]. - The article suggests that creating independent AI assistants is not cost-effective for most internet companies, leading them to collaborate with established players like OpenAI [9][11]. Group 3: Power Shift in the Internet - The transition of ChatGPT from a simple app to an ecosystem with integrated third-party applications signifies a shift in power dynamics, allowing OpenAI to evolve from a startup to a major player in the industry [11][13]. - The article contrasts the traditional model of user data exchange for services with the emerging AI landscape, where user data is increasingly valuable to companies like OpenAI [13].