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Fantastic deep dive into OpenAI's product engine. The "shifting foundation" comparison to Stripe is spot-on, most companies optimize around stable infrastructure but OpenAI has to rebuild product assumptions every time a new model drops. The bit about Codex being too cloud-first initially is a great reminder that even cutting-edge innovation needs to meet developers where they are. Been experimenting with AgentKit and the velocity of iteration is wild, feels like the roadmap changes weekly which is both exciitng and chaotic.

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