OpenAI dropped several big moves in one day: Dots launched, annualized revenue nearing $70 billion, and valuation soaring to $1.4 trillion. OpenAI's actions are also the core logic behind why some AI and semiconductor stocks managed to stay strong last night, even in a macro environment where long-term U.S. Treasury yields hit new highs. It's all about solid fundamentals. The key here is that OpenAI is starting to transform ChatGPT from 'an app people open' into a long-term online operation layer—complete with identity, computing resources, and the ability to tap into the entire software ecosystem to execute tasks for users. If Dots can eventually overcome the three hurdles of reliability, security, and cost, OpenAI's competition will expand beyond 'big model companies' like Anthropic and Gemini to include Microsoft 365, Google Workspace, Salesforce, ServiceNow, Atlassian, Notion, and even traditional BPO/knowledge work outsourcing markets. From this perspective, the industry significance of this DevDay is actually much greater than simply releasing GPT-6.1. It signals that model competition is shifting upward to: 'Agent Runtime → Work OS → Digital Labor' And this could be the area where AI commercialization revenue sees further explosive growth in the coming years.