OpenAI has shifted from selling conversational models to establishing an always-on agent platform. By integrating agents into the core interface and enabling token portability across third-party apps, the company is attempting to become the default host for both consumer and enterprise workflows, though whether this stack is genuinely differentiated remains contested.

OpenAI is pivoting to monetize agent execution and infrastructure rather than just model inference. Whether this succeeds depends on if users value the "chief of staff" agent experience enough to sustain the platform's high-intensity usage costs.