Meta Enterprise Platform a mistake, OpenAI Dev Day confusing

In the article "Apps, Agents, and Aggregation," Ben Thompson argued that agents could become the ultimate aggregators, potentially making something like Muse the most valuable product in the world. A day after that Monday piece, Meta announced Meta Enterprise Platform, which Thompson sees as a wrong turn away from the consumer agent space. Meanwhile, OpenAI's Dev Day on Tuesday brought what Thompson called "pretty confusing" messaging, with new pricing tiers and overlapping products. A separate update by Ben Thompson validated that confusion but attempted to find method in the madness.

The week's content also included an interview with Jason Del Rey about Muse, Amazon, and Walmart, continuing the Amazon versus Meta retail battle. On Sharp China, Andrew Sharp and Bill Bishop discussed Xi Jinping's D.C. visit as pageantry without substance, and Beijing's posture resembling Mao Zedong's strategic stalemate phase. Thompson's core argument likely hinges on whether agents truly become the primary way consumers interact with technology; if they do, Meta's enterprise detour could prove costly, while OpenAI's product clarity may determine whether it retains its frontier lead.