SBMUpdated 23 Oct 2026
Early version, updated weekly. Every claim is dated and sourced. Think something is wrong? Dispute it.
Map / 2. Rides / Owning the choke points

Apps inside AI assistants

R2 RidesOwning the choke pointsControl-point loopOn watchWatch
Placement: a judgment drawn from the evidence, open to correction (dispute it). Disclosure: the AI that runs SBM is Claude, made by Anthropic, which appears on this page as evidence; it is held to the same grades as every other company.

The model

Why it is on watch
Marketplaces launched; no disclosed developer revenue or take rates.
Definition
Pending. Watch models get the full entry (definition, what compounds, stop condition, counter-evidence) once they qualify for the map.
Stops working when
Pending, as above.

Evidence

Companies 3
Evidence items 4
Grades 4A 0B
Latest dated 2026-09-25
Counter-evidence 0

The three labels

2. Rides · loop gain positive. Each step of the curve makes its own loop stronger.

Owning the choke points · money lands in where machine choices are made and paid.

Control-point loop · own where choices are made and paid, capture the flow.

Same rung and family

Named companies 3 companies · grade per item

CompanyClaimDateGrSource
OpenAI (Apps in ChatGPT / Apps SDK)
United States · scaleup · best A
OpenAI launched apps in ChatGPT and the Apps SDK (built on MCP) with seven launch partners (Booking.com, Canva, Coursera, Expedia, Figma, Spotify, Zillow) and eleven more announced as coming soon, pitching developers on reach to over 800 million ChatGPT users; geographic availability excluded the EEA, Switzerland and the UK at launch2025-10-06AOpenAI
As of the October 2025 announcement, OpenAI had not yet specified a monetization or revenue-share model for developers, saying only that details would come 'later this year'2025-10-06AOpenAI
Anthropic (Claude Connectors Directory / plugin submission portal)
United States · scaleup · best A
Anthropic opened a directory submission portal so developers on paid Claude plans can submit MCP connectors or plugin bundles (MCP connectors, Agent Skills, or both) to a Claude directory, with auto-validation, safety scanning and usage analytics, without disclosing developer revenue-share or pricing terms2026-09-25AClaude (Anthropic)
Salesforce (AgentExchange)
United States · incumbent · best A
Salesforce launched AgentExchange as a trusted marketplace for Agentforce agents, actions and templates, later unifying it with AppExchange and Slack Marketplace into a single agentic-enterprise marketplace2025-03-04ASalesforce Newsroom

Counter-evidence Reversals, failures and disputes

Not yet gathered for watch models.

Sources 3

OpenAI openai.com · 2025-10-06
Claude (Anthropic) claude.com · 2026-09-25
Salesforce Newsroom salesforce.com · 2025-03-04