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Good morning. ☀

What do stablecoins and AI startups have in common these days? Everyone’s shipping something new every week, and it’s getting hard to tell what’s exciting anymore. I tried Perplexity’s new Comet browser over the weekend. It’s fast, smart, and politely reminds you it’s not ChatGPT. Then yesterday, OpenAI showed why that matters.

At DevDay, it launched apps inside ChatGPT, so you can now summon Coursera, Figma, or Spotify, in a chat. It also introduced agentic AI developers that can help humans code and build apps. OpenAI is clearly building an ecosystem. But at this blinding shipping speed, can Perplexity, which considers itself a competitor—and is still testing a browser—keep up? Up next for OpenAI: that ChatGPT browser.

—Emmanuel

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