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With Sign in with ChatGPT and a partner marketplace, OpenAI builds an app-store alternative without the cut

· Updated · Signal Desk newsroom

Analysis of reporting by TechCrunch. How we work

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TechCrunch argues OpenAI's DevDay announcements add up to an alternative to app stores: ChatGPT will suggest, connect and run apps inside conversations, Sign in with ChatGPT lets users carry their AI allowance into third-party apps and an enterprise marketplace lets customers apply OpenAI spend to partner software. No revenue-share layer was announced.

Key takeaways

  • ChatGPT, with 1.2 billion weekly users, will suggest and run apps inside conversations.
  • Sign in with ChatGPT lets users bring their AI allowance to third-party apps, with 16 launch partners.
  • An enterprise marketplace launches with more than 30 partners.
  • Eligible customers can apply OpenAI commitment spend to approved partner software.
  • No billing or revenue-share layer comparable to mobile app stores was announced.

The pieces

TechCrunch's Sarah Perez argues that OpenAI's DevDay launches, including Dots agents, new models and platform updates, combine into an alternative to the app store model. ChatGPT, which has 1.2 billion weekly users, will suggest apps during conversations, connect them and run interactive plugin extensions inside chat. Related coverage is in OpenAI's expanded plug-ins and the DevDay 2026 recap.

"Sign in with ChatGPT" lets users carry their AI allowance into third-party apps, so developers can offer AI features without billing users separately for model usage. The 16 launch partners include Cognition's Devin, Notion, Vercel, T3, OpenClaw and Dactyl.

Enterprise marketplace

OpenAI also launched an enterprise marketplace with more than 30 partners, including Adobe, Figma, Sierra, Decagon, HubSpot, Salesforce, ServiceNow, Harvey, Legora, Palo Alto Networks, CrowdStrike and Baseten. Eligible customers can apply their OpenAI commitment spend to approved partner software, which changes procurement math by letting a single AI budget cover multiple vendors. Dots, meanwhile, connect to more than 4,000 apps and can do proactive, read-only research.

Partners already building on OpenAI, such as Ringg's customer-call agents, illustrate the kinds of services that could be distributed through these channels.

How it compares with app stores

Notably, OpenAI did not announce a billing or revenue-share layer comparable to Apple's or Google's mobile app stores. For now, the competitive threat to those platforms lies in discovery: if users find and use services through ChatGPT conversations, the app store becomes less central even if apps are still installed through it. Meta is pursuing similar agent-mediated experiences, such as letting AI agents handle WhatsApp Business setup.

For developers, the practical response is to treat ChatGPT as another surface alongside the App Store and Google Play. Key signals ahead include any revenue-share or in-app-purchase announcement, the quality and fairness of in-conversation app suggestions and growth of Sign in with ChatGPT beyond its launch partners. More in our tools coverage and OpenAI coverage.

Who feels it

Mobile and SaaS developers
ChatGPT-native surfaces join App Store and Google Play as priorities.
Apple and Google
Agent-mediated discovery threatens their role more than app installs.
Enterprise buyers
Commitment spend applied to partners changes procurement.

What to watch

  1. Any revenue-share or in-app purchase announcement.
  2. Quality of in-conversation app suggestions.
  3. Growth of Sign in with ChatGPT beyond 16 partners.

FAQ

What is Sign in with ChatGPT?

A way for users to carry their ChatGPT AI allowance into third-party apps.

How many partners are in the marketplace?

More than 30, including Adobe, Salesforce and CrowdStrike.

Does OpenAI take a cut like app stores?

No revenue-share layer was announced.

How many people use ChatGPT weekly?

1.2 billion, per TechCrunch.

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