I thought this was spot on from Ethan Mollick about the conditions which will enable conversational agents like Claude and ChatGPT to show up in everyday experience. If you leave aside the (huge) question mark over how GPT-4o could possibly be commercially viable, it suggests a near future in which quasi-agents which become a routine part of organisational interactions:
With GPT-4o, OpenAI again cements its lead (and least for tonight) over the AI space, but it also is a clear sign of an important shift I have been writing about for a while. All of these features we are starting to see appear — lower prices, higher speeds, multimodal capability, voice, large context windows, agentic behavior — are about making AI more present and more naturally connected to human systems and processes. If an AI that seems to reason like a human being can see and interact and plan like a human being, then it can have influence in the human world. This is where AI labs are leading us: to a near future of AI as coworker, friend, and ubiquitous presence. I don’t think anyone, including OpenAI, has a full sense of all of the implications of this shift, and what it will mean for all of us.
https://www.oneusefulthing.org/p/what-openai-did