With GPT-5, Openai wants to place it at the center of all things

Microsoft and Apple defined the PC segment and They made him a Commodity. The computer became in something standardcommon and easily interchangeable, Without too much differentiation. Those who ended up winning that battle, however, were Microsoft and Intel, who took a good part of the benefits.

Then the mobile would arrive. It is clear that those who have won this segment have been Apple (with iOS) and Google (with Android), but be careful, because those who defined it were two companies. The first, the aforementioned Apple, which also triumphed with the APP Store paradigm And it has ended up taking about half of the income. The second, a company where perhaps not many would have thought: Amazon.

The electronic commerce giant would end up promoting the cloud with its Amazon Web Services, and It also ended up turning that cloud into another Commodity. And as happened with Microsoft and the PC or Apple and the mobile, Amazon ended up monopolizing a good part of the benefits of the cloud. A cloud we considerably access (for example, through the iPhone), but to which we don’t even pay too much attention: It is there and works, as before the PC and now the mobile. As explained by analyst Ben Thompson In StratecheryThey are everything Commodities.

Well, there are those who expect AI to end up becoming another Commodity. That this segment for which now They compete a multitude of companies It ends up becoming (perhaps) a duopoly like the one created by Microsoft and Intel in the PC or Apple and Google on the mobile. Foundational models are the new PC/mobile, and although there are strong candidates to end up winning that race, everything is yet to be defined.

AI like Commodity

And that is where GPT-5 comes into play, which wants to be something like Apple’s App Store or Amazon AWS: that platform that Turn it in the company that defines the AI race and manages to win it. And that over time also influence that conversion of AI in a Commodity.

With this OpenAi launch you play a lot. Sam Altman has been living in two things for years. On the one hand, of the success of Chatgpt, a remarkable product, but for the moment not revolutionary. On the other, Above all, of Hype. Of promises and moments wow like the one they gave us With GPT-4O or with them Studio Ghibli Style Images.

Because we insist, Chatgpt is a good product that has proven useful as an assistant in all types of tasks, but especially in programming. Has unusual an unusual fever for the generative AI and data centersand has caused many companies to trust their future –or rather they bet– To this technology. But revolutions, for the moment, few.

Comparisons with phenomena such as PC, Internet or mobile are inevitable. And in all of them discourse and evolution were similar. There were doubts and skepticism at the beginning, exaggerated bets later –Hi, bubble Puntocom– And, indeed, revolution. And it is expected that something like this passes with the pass, although in fact the most devout of this technology claim that this will go further. Others, much more skeptical, believe that This is a bubble that will end exploding … although it can end it deriving the true revolutionas happened with the Internet.

Whether there is bubble and explodes as if not, GPT-5 is for Openai a key model for your future. And the paradox of this model is that the company needs the greatest jump in the history of AI Just when it seems most impossible. It is about to see how good the model is really, but the company cannot suffer Another fiasco like GPT-4.5 or your reputation will be very damaged.

Will Openai achieve with GPT-5 and the AI what Microsoft, Apple or Amazon already achieved in their respective segments? That is the big question. And we will have to wait a bit to answer it.

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