Your bet, will it be able to replace agentic startups like Devin/Bolt/Vo?
Even if these interface wrappers can seem easy it also comes with time consuming integrations, custom features, marketing and sales efforts.
My bet is however that they will lose this bet because their efforts would be spread out too thinly.
As long as the open source or competitor models are close enough to the GPT variants, this won't work.
...but that's only half the battle. Beyond just having better agents, they need to be able to communicate that value to the users of all these different niches, and that's very hard to do with authority and credibility....especially in narrow niches.
How can OpenAI position themselves as experts in accounting, finance, law, coding, sysops, design etc.
For homogenous tasks like 'diary management'- sure, I can see a world where OpenAI's agents are widely used.
But for niche/specific or tasks that need domain expertise I think they'll end up partnering with companies, borrowing from their credibility/brand within the niche, to perfect the product but mainly as a way to drive confidence within prospective users.
I see a lot of parallels to operating systems: sure, Apple will have a crack at homogenous tasks like Calendaring, Task management etc, but they've got no business with jobs that need real depth like Design, in which case they'll partner with best-in-class brands like Adobe.