Openai superapp consolidation actually makes sense for once

Wsj reporting openai is merging chatgpt, codex and atlas browser into one desktop app. after watching them spread thin with sora (rip), random hardware stuff, and a dozen separate products, this feels like the right move. Anthropic has been eating their lunch in enterprise. claude code alone is doing $2.5B+ ARR now. 80% of enterprise api spend goes to anthropic according to ramp data. openai finally woke up. The agentic angle is what interests me most. not just chat, but ai that actually does stuff on your computer.