OpenAI is an App Company Now

After DeepSeek, OpenAI is an app builder above all else. Perhaps that was always the way.

When OpenAI’s financial projections leaked late last year, the numbers seemed a bit strange. The company had developed the best AI foundational models, had a head start in reasoning research, and aimed to develop artificial general intelligence. Yet for every projected year through at least 2029, it told investors that ChatGPT — not its underlying techn…