this was GREAT! I quite like the platform product strategy part. I think Sam is somewhat right in regards to missing the iPhone moment with how people interact with AI. And they did somewhat place a bet on OpenClaw. At the same time, I spend most of my time in agents now rather than anywhere in the browser (using ChatGPT more and more, and the Chrome plugin). I do think there are two angles here: B2B and B2C. They have different trajectories and value cycles, and this technology impacts both but in different ways (some consumer usecases move, some new ones are created.. ). The separation between product (ChatGPT / Codex) and API, even as those come closer together, I feel more of a B2B lean on the API and maybe a 50/50 B2B and B2C split for Codex? (though again, I use it much more for work). That said, I like the point about not competing with customers. I hope that holds long term (we have seen a couple of diverging moves form other large corps). My main point is that LLMs and models need to generate meaningful, monetizable value: not just cost decrease, doing things faster, or fewer hours, but actual concrete value producing (we see signs of it already both at the higher end and lower end). If new businesses are being built, they should push GDP (even if slower due to inertia). A couple of platforms have managed to achieve this. Bill Gates had a definition for this at Microsoft: basically, the value of the businesses built on the platform is larger than the value of the platform itself. And there are some examples: Google with web publishers, Shopify with ecomm and Apple with the App Store. I am not sure if the total value is larger for the latter but there was definitely a virtuous cycle with developers building on top of the Apple ecosystem, getting distribution, and most importantly, monetization. So maybe monetization is the piece that is missing?

Claude can run ChatGPT ads. Well, mostly read them, for now. But that’s where this is heading. A couple of weeks ago ChatGPT took their ads platform out of beta and opened it to the public. With it, they opened up not just the ads manager but their advertiser API too. We’re somewhat of a Claude shop at hypd.ai, so we couldn’t help but think: can we run them in Claude? The answer was: not directly. So we used Claude Code to build an MCP Server and bridge that gap. The model context protocol is open source and supported by both Anthropic and OpenAI. PS: I was having a bit of a deja-vu writing this — a couple of months ago I was joking about the Claude Ads Agent in Claude Code.. and now… here we are :)