Google's chatbot Gemini sees 44% growth to 650M users

OpenAI is rolling out app integrations for its chatbot, which one exec calls the 'evolution of ChatGPT [into] something that’ll be a bit more like an operating system.'

Meanwhile, over in LLM-land, the story feels more complicated. OpenAI launched Atlas on Tuesday — a full-stack browser with agent mode, sidecar context, and personalized search — just as signs of saturation emerge in ChatGPT’s mobile app. Apptopia highlights that U.S. users are spending 22.5% less time in-app since July, and sessions per user are down 20.7%. On the other hand, Anthropic is pacing at $7B in annualized revenue and building out corp dev for sub-$500M vertical AI deals. (Why do I have the feeling our Mondays and Tuesdays aren’t getting quieter anytime soon…?)

OpenAI is bringing apps like Spotify and Zillow directly inside ChatGPT. Developers can submit their own apps later this year, and monetization is coming. With this move, OpenAI could challenge app store stalwarts Apple and Google. https://lnkd.in/g5dmQGg8?

Strategic move by OpenAI to place ChatGPT as the new gateway for all apps before app stores. Google will improve Gemini. Apple’s ecosystem will be challenged. https://lnkd.in/g5hMMMN8

ChatGPT, the superapp, intends to replace Google as a portal to all businesses in the world. And to collect tolls, of course. "Developers can access the SDK for making apps in preview starting today. Later this year, developers will be able to submit apps for review and publication, and OpenAI also plans to offer a directory for users to browse apps. The company will share guidance about monetization soon, including support for the new Agentic Commerce Protocol⁠, an open standard that enables instant checkout in ChatGPT" https://lnkd.in/gG5Kb-r3

The latest: OpenAI yesterday unveiled Atlas, a free browser powered by ChatGPT. (There’s no address bar, per se — all queries go through the chatbot.) Available initially just for Apple’s Mac operating system, the app lets users ask ChatGPT queries directly in the browser, with paying subscribers also getting access to “agents” that can perform tasks on their behalf. “We think that A.I. represents a rare, once-a-decade opportunity to rethink what a browser can be about,” Sam Altman, OpenAI’s C.E.O., said during the product’s unveiling yesterday.

A new "Ask your org" sidebar item showed up in the Claude web app, related to a new setting to "Allow your team members to search across your organization's connected data sources and knowledge bases for more comprehensive results" (codenamed "Haystack" - a type of project created by your admin) This seems similar to the "company knowledge" feature that OpenAI introduced in ChatGPT yesterday

OpenAI is set to disrupt the tech industry with its upcoming app store, integrating popular apps like Spotify and Zillow directly into ChatGPT. Later this year, developers will have the opportunity to submit their own apps to the platform, paving the way for potential monetization. This strategic move positions OpenAI as a formidable contender against established app store giants like Apple and Google. Stay tuned for the exciting developments ahead!

OpenAI just dropped their Apps SDK announcement. One thing stood out. Apps in ChatGPT don't live in separate tabs anymore. You're talking about buying a house, Zillow appears right there with an interactive map. The app becomes part of the conversation. That's 800M users discovering your app at exactly the moment they need it. But here's what this actually means if you're building AI applications: The bar just moved. Your AI needs to work reliably with real users, handle context without forgetting and integrate naturally into workflows. Because if Spotify and Zillow can show up contextually in ChatGPT, users will expect that everywhere. "Works in a demo" isn't good enough anymore. This is exactly why we built Empromptu for production from day one - because we saw this coming.