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“Spaces and Pages broaden the competitive overlap, because ChatGPT is moving beyond being primarily an individual assistant towards becoming a place where work can be retained, organized, and shared with colleagues,” said Maria Bell, senior research analyst at FDM CCS Insight.
“That brings it closer to the collaboration layer of Microsoft 365, Google Workspace, and Notion, rather than simply competing with the AI assistants inside those platforms.”
“OpenAI is trying to become a more user-centric environment that focuses on everyday workloads for productivity,” said Jack Gold, principal analyst at J. Gold Associates. “To that extent it is competing with Microsoft, Google, and others, as well as other AI companies that want to move towards a more full-time, ‘on my desktop environment’ that is enhanced with AI capabilities.”
