(Preview) All About Agents: Dots Arrive, Google and Apple Questions, Muse Follow-Ups, Super Intelligence, and the Mandate of Heaven

Thompson argues OpenAI's enterprise-revenue pivot left its new Dots consumer agent product architecturally confused versus Meta's Muse.

• OpenAI's Dots launch confuses: Ben Thompson calls the Dev Day product "weirdly neutered," unable to find his Codex permissions file or project context despite knowing his calendar conflicts.
• Enterprise pivot blamed: Thompson argues OpenAI's shift toward enterprise revenue left ChatGPT's consumer agent strategy incoherent, forcing Codex, ChatGPT's stateless chat, and cloud compute into one product before it was architecturally ready.

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