[WillieCubed]

It's poetic that Google attempted to pursue apps within Google Assistant years ago, but the vision of apps within an AI assistant is more feasible now with LLMs that (whether actually or not) understand arbitrary user intents and more flexible connectors to third party apps via MCP (and a viral platform with 700+ million weekly active users).

Custom GPTs (and Gemini gems) didn't really work because they didn't have any utility outside the chat window. They were really just bundled prompt workflows that relied on the inherent abilities of the model. But now with MCP, agent-based apps are way more useful.

I believe there's a fundamentally different shift going on here: in the endgame that OpenAI, Anthropic et al. are racing toward, there will be little need for developers for the kinds of consumer-facing apps that OpenAI appears to be targeting.

OpenAI hinted at this idea at the end of their Codex demo: the future will be built from software built on demand, tailored to each user's specific needs.

Even if one doesn't believe that AI will completely automate software development, it's not unreasonable to think that we can build deterministic tooling to wrap LLMs and provide functionality that's good enough for a wide range of consumer experiences. And when pumping out code and architecting software becomes easy to automate with little additional marginal cost, some of the only moats other companies have are user trust (e.g. knowing that Coursera's content is at least made by real humans grounded in reality), the ability to coordinate markets and transform capital (e.g. dealing with three-sided marketplaces on DoorDash), switching costs, or ability to handle regulatory burdens.

The cynic in me says that today's announcements are really just a stopgap measure to: - Further increase the utility of ChatGPT for users, turning it into the de facto way of accessing the internet for younger users à la how Facebook was (is?) in developing countries - Pave the way for by commoditizing OpenAI's complements (traditional SaaS apps) as ChatGPT becomes more capable as a platform with first-party experiences - Increase the value of the company to acquire more clout with enterprises and other business deals

But cynicism aside, this is pretty cool. I think there's a solid foundation here for the kind of intent-based, action-oriented computing that I think will benefit non-technical people immensely.