The obvious social play for OpenAI is to embed collaborative features within ChatGPT, leveraging its utility. Instead, the company launched Sora, a separate entertainment app. This focus on niche content creation over core product utility is a questionable strategy for building a lasting social network.

OpenAI has a strategic conflict: its public narrative aligns with Apple's model of selling a high-value tool directly to users. However, its internal metrics and push for engagement suggest a pivot towards Meta's attention-based model to justify its massive valuation and compute costs.

As consumers become wary of "AI," the winning strategy is integrating advanced capabilities into existing products seamlessly, like Google is doing with Gemini. The "AI" branding used for fundraising and recruiting will fade from consumer-facing marketing, making the technology feel like a natural product evolution.

One-on-one chatbots act as biased mirrors, creating a narcissistic feedback loop where users interact with a reflection of themselves. Making AIs multiplayer by default (e.g., in a group chat) breaks this loop. The AI must mirror a blend of users, forcing it to become a distinct 'third agent' and fostering healthier interaction.

Unlike social media's race for attention, AI companion apps are in a race to create deep emotional dependency. Their business model incentivizes them to replace human relationships, making other people their primary competitor. This creates a new, more profound level of psychological risk.

OpenAI's GPT-5.1 update heavily focuses on making the model "warmer," more empathetic, and more conversational. This strategic emphasis on tone and personality signals that the competitive frontier for AI assistants is shifting from pure technical prowess to the quality of the user's emotional and conversational experience.

As models mature, their core differentiator will become their underlying personality and values, shaped by their creators' objective functions. One model might optimize for user productivity by being concise, while another optimizes for engagement by being verbose.

While chat works for human-AI interaction, the infinite canvas is a superior paradigm for multi-agent and human-AI collaboration. It allows for simultaneous, non-distracting parallel work, asynchronous handoffs, and persistent spatial context—all of which are difficult to achieve in a linear, turn-based chat interface.

The next generation of social networks will be fundamentally different, built around the creation of functional software and AI models, not just media. The status game will shift from who has the best content to who can build the most useful or interesting tools for the community.