Did OpenAI Just Kill a Bunch of Agent Startups? OpenAI DevDay 2025 First Reactions
episode
The AI Daily Brief: Artificial Intelligence News and Analysis
18 min
1 speaker
4 chapters
transcribed 2 months ago
Transcript
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Transcript generated automatically by AI and may contain errors.
What is the main topic discussed in this episode?
Today, we are doing a rapid reaction post to OpenAI Dev Day, which is ongoing as I'm recording this and asking a bunch of questions with one right at the top of the list.
Did OpenAI just kill a bunch of agent builder startups?
Did OpenAI just kill a bunch of agent builder startups? All right, friends, we are trying something a little bit different today. AI has got to be the only field in the world right now where even with a daily podcast, there are some days when I am behind even with publishing something every 24 hours. Luckily, this time I knew that Dev Day was coming up, and so I wanted to use it as a way to try something new. Tomorrow, I will be doing the full deep dive on everything that was announced, plus getting into this big OpenAI AMD deal, which honestly has been talked about as much as anything at Dev Day, if not more, plus we'll have the benefit of an overnight of people's reactions and playing around with what has been released.
But I wanted to do a quick bonus rapid reactions type of episode to see if that's the type of thing that in the future you would like me to do. So this episode is going to be much more opinionated and just give you my first takes after having just watched the OpenAI keynote. If this is something you like, let me know in the comments. My guess is for all of us insane people in AI, more content is more content. But if for some reason you hate it, let me know that as well. All right, so going into Dev Day, we had started to get some rumors about what was coming.
What were the key announcements from OpenAI Dev Day?
Some of it was more hopes and dreams than anything else. But some of it seems solid. Particularly last night, it seemed like it was pretty clear that we were getting some version of an agent builder. So first, let's talk about what we did not get. We didn't get a new image model. In fact, we didn't get any new models in general. Which is not unsurprising. Dev Day in the past hasn't been used as a place for new models either. It's really been about tooling around the models that makes them more usable, and certainly that's a lot of what we got as well. What we did get was, first, a quick update on the status of things. 4 million developers building with OpenAI, 800 million weekly ChatGPT users, 6 billion tokens per minute on the API platform.
Separately, we also heard that Codex had served 40 trillion tokens since its release. Now, in terms of big announcements, Sam Altman and the team at OpenAI bunched them into four categories. The first was apps and chat GPT. The second was agent kit. The third was some updates for Codex. And the fifth was API updates. The two headliners were definitely apps and chat GPT and agent kit. Apps in ChatGPT is what it sounds like. It's a new way to interact with native applications that are built directly into ChatGPT. Users can call up specific applications by tagging them in, but ChatGPT can also recommend applications if they might be useful based on what the user is querying. They say that there will also be other methods of discovery in the future as well.
Apps are displayed in line. They can render anything that they could on the web. And they also support picture-in-picture and expand to full screen. If there's a video, they're going to pin it to the top of the screen so you can still access your conversation as it's happening. By way of example, they showed an app from education company Coursera with one of the cool interactions that they showed being that you could pause the video that you were watching from Coursera and ask ChatGPT, can you explain more about what they're saying right now? The apps SDK, which is the formal name for what they released, has this feature that they call talking to apps that allows ChatGPT to have the context of what you're experiencing in the app so that it can answer that question.
In other words, it is a really deep integration between the apps and ChatGPT. They aren't just sitting there in the ChatGPT window. ChatGPT is actually able to interact with them in meaningful ways that allow you to bring that assistant type experience to your consumption of the app.
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