Sam Altman's litmus test is to try to turn GPT-5 into the 'App Store' of AI✨

Microsoft and Apple defined the PC segment and turned it into a commodity.

The computer became something standard, common, and easily interchangeable, with not much differentiation.

Those who ultimately won that battle, however, were Microsoft and Intel, who took a good portion of the profits. Then came mobile.

It is clear that those who have won this segment have been Apple (with iOS) and Google (with Android), but be careful, because two companies defined it.

The first, the mentioned Apple, which also triumphed with the App Store paradigm and ended up taking nearly half of the revenue.

The second, a company that perhaps not many of you would have thought of: Amazon.

The e-commerce giant would end up boosting the cloud with its Amazon Web Services, and it also ended up turning that cloud into another commodity.

And as it happened with Microsoft and the PC or with Apple and mobile, Amazon ended up capturing a good part of the cloud profits.

A cloud that we access constantly (for example, through the iPhone), but to which we do not even pay too much attention: it is there and it works, like the PC before and now the mobile. As analyst Ben Thompson explained in Stratechery, they are all commodities.

Well, there are those who expect AI to end up becoming another commodity.

That this segment, in which many companies are currently competing, ends up becoming (perhaps) a duopoly like that created by Microsoft and Intel in the PC or Apple and Google in mobile. The foundational models are the new PC/mobile, and although there are strong candidates to win that race, everything is still to be defined.

AI as a commodity

And that's where GPT-5 comes into play, which wants to be something like Apple's App Store or Amazon's AWS: that platform that makes it the company that defines the AI race and manages to win it. And over time, turn AI into a commodity.