The Prompt is the New Portal: OpenAI's Play for the OS Layer

AI-generated image · Bay Street Wire
By transforming ChatGPT into a discovery engine and launching 'Dots' agentic assistants, OpenAI is attempting to disintermediate the traditional app store model.
For years, the mobile and desktop experience has been defined by the app store: a centralized directory where users manually seek, download, and launch discrete tools. But based on announcements from OpenAI's recent Dev Day, as TechCrunch first reported, the company is betting that the next evolution of software isn't a better store, but the elimination of the store as a primary interface.
OpenAI is positioning ChatGPT—which it reports now serves 1.2 billion weekly users—as a surface for launching and discovering software. According to TechCrunch, the company is introducing a mechanism where ChatGPT suggests specific apps within a conversation flow when it detects a user needs a particular tool to complete a task. This isn't just a referral link; through an expanded plugin architecture that now supports extensions, developers can build interactive panels. This allows users to operate services directly within the chatbot interface, bypassing the need to navigate to a standalone mobile or desktop app.
This shift is further bolstered by the introduction of "Dots," autonomous AI agents. As TechCrunch reports, these agents operate with their own cloud computers and browsers to execute tasks in the background. Rather than a user manually selecting a tool for a project—such as coordinating a calendar or building a website—the user simply tells the agent the desired outcome. The agent then identifies and utilizes the necessary application from an ecosystem of over 4,000 apps. In this model, the agent brings the tool to the user, rather than the user seeking the tool.
OpenAI is also building the infrastructure to support this new distribution channel. The company has launched an enterprise app marketplace featuring over 30 partners, including Salesforce, ServiceNow, HubSpot, CrowdStrike, Palo Alto Networks, Legora, Harvey, Decagon, Sierra, Baseten, Adobe, and Figma. To lower friction, OpenAI is allowing eligible customers to apply portions of their OpenAI commitment toward approved partner software. Additionally, a "Sign in with ChatGPT" feature allows users to carry their AI allowance into third-party apps. OpenAI has identified 16 launch partners for this specific effort, including Vercel, Notion, T3, Dactyl, OpenClaw, and Cognition’s Devin.
From a practitioner's perspective, the most telling detail is OpenAI's approach to quality control. TechCrunch notes that OpenAI is implementing a review process for plugins similar to Apple's App Review, allowing developers to track submissions, request human reviews, and update tools.
By integrating design tools from Adobe and Figma or utilizing its own new meeting app to summarize follow-up items, OpenAI is moving toward a world where the "app" is merely a backend capability, and the prompt is the only interface that matters. While OpenAI has not indicated that this will remove the need for third-party subscriptions, the goal is clear: disintermediate the OS layer and make the AI agent the primary gateway to software.

