OpenAI’s Dots are coming up against the price of privacy, and the price of compute - Fortune
By Google News AI ·
Welcome to Eye on AI. Beatrice Nolan here. In today’s issue:
OpenAI took its Dev Day roadshow to London this week, attempting to sell the city’s developers on Dots, the company’s new, always-on AI assistant.
The company first announced Dots at its big annual developer event in San Francisco a month ago, pitching them as its flagship agentic offering. Whereas tools like Codex, the company’s coding assistant, wait for a user’s instructions, Dots are meant to be proactive. The assistant learns a user’s goals, watches their inbox and work tools, and starts tasks before they ask. (Dots aren’t available in Europe yet, but OpenAI said it is working with European regulators to change that.)
The industry is betting that proactive personal agents are the natural next step for AI, potentially driving as much value on the consumer side as coding agents did on the enterprise side. It’s an increasingly urgent new market for the industry right now, as companies, including Apple and Goldman Sachs, move to cap some employees’ AI spend, a trend that could dent revenue growth at the leading AI labs.
Given the stakes, it’s not surprising that OpenAI is arriving in a crowded market. Meta’s Muse got there first and has proved hugely popular with consumers; Elon Musk’s xAI has Grok Bot; and Anthropic has its own Duet on the market too.
How is OpenAI positioning Dots against that competition? By betting on high-end, high-spend users first.
“There are many other assistants out there, some of which have great UI interfaces, but what they can accomplish can be less advanced,” Romain Huet, OpenAI’s head of developer experience, told me. “We really wanted to nail the enterprise and pro use case first, because I think that’s where people will see the most value.”
The company is rolling out…
Originally published by Google News AI
