yitong happy to discuss this here if you want.
https://x.com/zhayitong/status/1930374474488262989?s=46

tldr: oai is building many things as part of enterprise motion. unrelated to startups/vertical saas (net new plays), there's quite a few events which outline what startups should build vs not when collaborating with labs teams. also wasn't google going to build everything and then it didn't. same same

Granola getting Sherlocked by OpenAI

On the heels of Anthropic throttling Windsurf’s access to Claude 4

At some point model providers are going to need to decide if they want to be stable platforms or compete for every vertical

Platform risk has never been higher https://t.co/MhhjQQRoY8

When OpenAI is operated by ruthless ex-facebook product people who aren't too proud to copy, feels like the only safe green field for startups is in highly vertical software for industries too specific to enter for the big guys

long live vertical saas?

yitong

Yeah I think the classic "don't be afraid of the 1000lbs gorilla crushing you" still somewhat applies, but OAI is quite different from Google. They're significantly faster and higher commitment.

It was quite impressive to watch them dismantle perplexity