OpenAI Just Became the AWS of AI Apps

🔥 What happened OpenAI launched a B2B marketplace at DevDay on Sept 29, 2026, with 32 partners. Enterprise customers can now spend existing OpenAI commitments on third-party products — including open-weight models served via Baseten. 💡 Why it matters OpenAI is copying the hyperscaler playbook: if you already pay us, route everything through one invoice. With ~$70B run-rate and enterprise over half of it, distribution beats token flow. Suger pegs cloud marketplace committed budget at $348B. ⚡ Our take Brilliant and hypocritical at once: OpenAI profits from open-weight inference that cannibalizes its own models. As long as customers stay in the ecosystem, retention trumps margin.