OpenAI Moves Up the Stack: Why Every Software Incumbent is Now a Target

OpenAI is moving beyond its role as a technology partner, transforming its model lead into a multi-front assault on established software giants. This pivot positions the company not just as a supplier, but as a formidable application competitor, aiming to own the entire user workflow in markets like productivity, consulting, and e-commerce. This expansion signals a shift in the AI rivalry, raising the stakes for Microsoft, Google, and Amazon.

We asked Deep Research to determine which established markets are most vulnerable to this expansion. Here is the response.