OpenAI expands ChatGPT's plugins with app-like interfaces and automations

Bubble analysis

This is a product feature update at the model/application layer; it carries no investment figures, valuations or compute spending, so it offers almost no direct evidence on whether AI is in an investment bubble. At most it hints that OpenAI is trying to convert user scale into a platform ecosystem and future revenue, but the piece contains no numbers to support or refute the bubble thesis.