And guess who has a grip of the end user? Operation System owners. Now that you might not need an app for most things, OS vendors are in even more powerful position. Gone the days of "this amazing app can do X", now it's going to be "have you noticed you can ask Siri to do X?" They have all of the context that app developers are going to miss about the user.
Both Apple and Google are doing a poor job of integrating AI capabilities into their Operation Systems today. Maybe there is room for a new player to make a real AI-first Operation system.
An AI-first pane of glass (OS, browser, phone, etc.) with an agent that acts in my behalf to nuke ads, rage bait, click bait, rude people on the internet, spam, sales calls and emails, marketing materials, commercials, and more.
If you want to market to me, you need to pay me directly. If you want to waste my time, goodbye.
I agree that the OS vendors are in a great position to add value via broad, general purpose features. But they cannot cover it all - it's breadth over depth. So I think the innovation for niches and specific business processes will be still owned by specialized 'GPT Wrappers'.
Siri will not even play my very specifically named Spotify playlist unless I prefix the name with “my”. It will rather just play something completely random public thing
Both Apple and Google are doing a poor job of integrating AI capabilities into their Operation Systems today. Maybe there is room for a new player to make a real AI-first Operation system.