OpenAI

models

OpenAI – Frontier models: ChatGPT consumer distribution and developer API platform.

Why it matters

OpenAI is the behavioral default for many users. Its challenge is turning default usage into durable platform economics.

Themes

Core products

ChatGPT
The consumer front door — over 900M weekly users. The interface that made AI a noun and a verb, and the surface where memory and personalization compound.
Codex
The coding agent — 5M+ users, up from near-zero in January. OpenAI’s wedge into the developer workflow and the harness that carries context and memory.
Sora
Video generation. Throttled when compute got scarce — “video is not over,” but deprioritized against the agentic and enterprise push.