M Mohan(@mukund):Interesting podcast with @sama on Invest with the best podcast $NOW $HUBS $DDOG $CRWD $PANW OpenAI is deliberately narrowing focus to being the best intelligence platform rather than chasing vertical application dominance, and they are explicitly stepping back from trying to compete with every AI startup. This is a significant strategic signal OpenAI is positioning as infrastructure, not an application competitor, which has direct implications for the AI software stack and who wins at the application layer. For investors, this clarifies the threat landscape: OpenAI is less likely to cannibalize AI SaaS plays than previously feared

2026.07.28 21:59

Interesting podcast with @sama on Invest with the best podcast $NOW $HUBS $DDOG $CRWD $PANW OpenAI is deliberately narrowing focus to being the best intelligence platform rather than chasing vertical application dominance, and they are explicitly stepping back from trying to compete with every AI startup. This is a significant strategic signal OpenAI is positioning as infrastructure, not an application competitor, which has direct implications for the AI software stack and who wins at the application layer. For investors, this clarifies the threat landscape: OpenAI is less likely to cannibalize AI SaaS plays than previously feared