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Dwell updates and evaluation from the AI startup

Editor
Last updated: October 6, 2025 11:03 pm
Editor
Published: October 6, 2025
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Dwell updates and evaluation from the AI startup


Contents
  • Executives dig deeper on the day’s bulletins
  • Brockman shares some early OpenAI historical past
  • The ‘Developer State of the Union’ is about to begin
  • There’s not sufficient compute, Altman and Brockman say
  • Altman says market response to DevDay bulletins is ‘unusual’
  • Attendees mingle outdoors the venue
  • OpenAI is prioritizing progress and funding over profitability, Altman says
  • Sam Altman’s imaginative and prescient for coding: ‘You want a good suggestion’
  • Sam Altman pronounces Sora 2 within the API
  • Keynote wraps up
  • OpenAI vibe-codes on stage
  • Altman pronounces GTP-5 Professional, smaller voice mannequin within the API
  • OpenAI demos Codex with out writing any code
  • Altman highlights seniors, college students utilizing ChatGPT to code
  • HubSpot shares bounce off OpenAI point out
  • OpenAI says Codex is mostly obtainable
  • OpenAI demos AgentKit, builds an AI agent in eight minutes
  • OpenAI will allow apps to combine ChatGPT-powered chat
  • OpenAI introduces AgentKit for agentic AI
  • OpenAI demos App SDK with Canva
  • Coursera inventory pops on DevDay point out
  • Altman introduces App SDK
  • Altman says ChatGPT has 800 million energetic customers
  • Altman takes the stage
  • The stage is about for Sam Altman’s opening keynote
  • Altman’s speak with Jony Ive can be carefully watched
  • DevDay Doorways are open
  • Line is forming outdoors the venue
  • The DevDay Schedule
  • OpenAI strikes one other large infrastructure deal, this time with AMD
  • Altman teases DevDay in a submit on X

Executives dig deeper on the day’s bulletins

Senior OpenAI workers, together with Godement and Huet, are strolling by means of a few of this morning’s bulletins in additional element. This session is extra technical than the keynote, and is clearly geared in the direction of the developer neighborhood.

—Ashley Capoot

Brockman shares some early OpenAI historical past

Brockman kicked off the session with a quick introduction, strolling by means of a few of OpenAI’s historical past, together with a photograph of a whiteboard that outlined a few of its preliminary targets. Along with fixing reinforcement studying and unsupervised studying, one of many targets was to “step by step study actually difficult ‘issues.'”

“We’re so excited to form the way forward for AI and software program engineering along with you, and to share extra about how we’re all investing sooner or later the developer instruments that we’re constructing,” Brockman mentioned.

–Ashley Capoot

The ‘Developer State of the Union’ is about to begin

The “Developer State of the Union” is about to kick off. Brockman and Godement will talk about how the “developer expertise is being rewritten with AI,” in keeping with OpenAI.

This session is not going to be livestreamed, so keep tuned for updates from CNBC.

—Ashley Capoot

There’s not sufficient compute, Altman and Brockman say

OpenAI has been an infrastructure dealmaking blitz, and the corporate unveiled its newest partnership with AMD earlier on Monday. Even with the large buildouts deliberate over the subsequent a number of years, Altman and Brockman repeatedly instructed that they view compute as a significant bottleneck.

“There simply merely will not be sufficient, and I believe that our means to construct will nonetheless fail compared to the higher demand,” Brockman mentioned in a session with reporters.

–Ashley Capoot

Altman says market response to DevDay bulletins is ‘unusual’

Shares like Figma, HubSpot and Coursera popped after they have been talked about in OpenAI’s DevDay keynote, and Altman mentioned he finds the market’s response “unusual” throughout a Q&A with reporters.

Brad Lightcap, OpenAI’s chief working officer, mentioned the market has been reactive in ways in which the corporate didn’t count on. He mentioned the corporate is attempting to determine the suitable method to have interaction with companions within the ecosystem.

“My view is that everybody goes a little bit loopy,” Lightcap mentioned.

— Ashley Capoot

Attendees mingle outdoors the venue

Folks collect outdoors the OpenAI DevDay on Oct. 6, 2025.

Ashley Capoot | CNBC

DevDay attendees grabbed lunch and mingled within the sunshine outdoors the venue. The temperature has climbed to 75 levels in San Francisco.

— Ashley Capoot

OpenAI is prioritizing progress and funding over profitability, Altman says

Following the keynote, Altman informed reporters throughout a Q&A that producing income and dealing towards profitability are presently “not in his prime 10 issues.”

He mentioned OpenAI should be worthwhile finally, however that the corporate is in “an area of funding and progress.”

“We’re assured we will construct a really worthwhile mannequin,” he mentioned.

Altman made related feedback to CNBC in August, when he mentioned he believes “the rational factor to do is to simply be keen to run the loss for fairly some time.”

— Ashley Capoot

Sam Altman’s imaginative and prescient for coding: ‘You want a good suggestion’

OpenAI CEO Sam Altman speaks at OpenAI DevDay, the corporate’s annual convention for builders, in San Francisco, California, on Oct. 6, 2025.

Benjamin Legendre | AFP | Getty Photographs

When wrapping up, Altman supplied his imaginative and prescient for a way AI will change coding from a career performed by giant groups to one thing that people can do with the assistance of ChatGPT.

He completed his spiel at the same time as a few of the viewers thought the presentation was over and tried to clap.

“We’re watching one thing vital occur,” Altman mentioned. “Software program used to take months or years to construct. You noticed that it may take minutes now to construct with AI. You do not want an enormous crew. You want a good suggestion, and you may simply form of deliver it to actuality sooner than ever earlier than.”

— Kif Leswing

Sam Altman pronounces Sora 2 within the API

Cfoto | Future Publishing | Getty Photographs

Altman introduced that Sora 2 is now within the API, and the brand new developer software program is now obtainable to be examined by coders.

Altman described a few of the methods builders can use the instruments, exhibiting AI-generated movies of canines frolicking on a seashore and a kayaker rowing by means of a wild river.

“One of the vital thrilling issues that we have been engaged on is how properly this new mannequin can pair sound with visuals, not simply speech, however wealthy soundscapes, ambient audio synchronize results which can be grounded in what you are seeing,” Altman mentioned in regards to the Sora 2 developer instruments.

The debut of the brand new instruments comes simply days after OpenAI launched its TikTok-style Sora app, which has garnered a lot consideration for producing quite a few movies of copyrighted materials.

“Folks appear to like Sora 2,” Altman mentioned. “It has been on the highest of the App Retailer since we launched it, and the creativity that individuals are demonstrating has been tremendous enjoyable for us to look at.”

— Jonathan Vanian

Keynote wraps up

Altman wrapped the keynote, saying, “the objective is to make AI helpful to everybody.”

“We hope that at this time gave you a number of concepts of latest issues to construct,” Altman mentioned.

— Ashley Capoot

OpenAI vibe-codes on stage

As a part of OpenAI’s Codex demonstration, Romain Huet, head of developer expertise, was capable of create some spectacular software program on the fly utilizing his voice.

Huet was capable of ask the event setting, utilizing his voice, to show the names of all of the attendees, like a credit roll on a film.

Huet mentioned because of this programmers will be capable to reprogram apps in real-time in response to person wants.

“Once I requested to create the credit overlay, it was capable of go forward and edit the code inside this React app, reload it, discover what it wanted to finish the duty, and now the credit are rolling,” Huet mentioned.

— Kif Leswing

Altman pronounces GTP-5 Professional, smaller voice mannequin within the API

Altman mentioned OpenAI is launching GTP-5 Professional within the API, which was met with applause within the viewers. The corporate can be launching a smaller voice mannequin known as gpt-realtime-mini within the API.

“Personally, I believe that voice goes to turn out to be one of many major ways in which individuals work together with AI,” Altman mentioned.

— Ashley Capoot

OpenAI demos Codex with out writing any code

Romain Huet, head of developer expertise at OpenAI, demoed Codex for the viewers. He constructed controls for a digicam that is within the room, and programmed an Xbox controller to do the identical.

Huet used his voice as a controller to shine the lights on the group.

“So with all that, we took voice, we took a sketch, we took some units round us, and we turned all of this into workable software program, and all of that with out writing a single line of code by hand,” he mentioned.

— Ashley Capoot

Altman highlights seniors, college students utilizing ChatGPT to code

Forward of a session taking a look at OpenAI’s new coding instruments, Altman highlighted a number of sudden customers who’re utilizing OpenAI to create apps.

He highlighted a 89-year-old Japanese man who has constructed 11 iPhone apps for aged customers, and medical college students at ASU who used ChatGPT to construct an app that simulates discussions with sufferers.

“One of the vital thrilling issues taking place with AI is that we’re getting into a brand new period with the modifications of how software program will get written,” Altman mentioned. “Anybody with an concept can construct apps for themselves.”

— Kif Leswing

HubSpot shares bounce off OpenAI point out

HubSpot shares jumped almost 7% after Altman talked about the enterprise software program firm throughout the AI startup’s DevDay occasion.

Altman talked about HubSpot when talking about OpenAI’s newly launched AgentKit software program, supposed for coders to extra rapidly create so-called AI brokers that may automate sure duties.

He mentioned HubSpot used the AgentKit software program to enhance the corporate’s Breeze AI software that may generate extra compelling responses to buyer inquiries.

— Jonathan Vanian

OpenAI says Codex is mostly obtainable

Altman introduced Codex, OpenAI’s software program engineering agent, is mostly obtainable. The corporate had launched a analysis preview of Codex earlier this 12 months.

The announcement was met with applause from the viewers.

“It is superior to see what individuals are constructing,” Altman mentioned.

— Ashley Capoot

OpenAI demos AgentKit, builds an AI agent in eight minutes

OpenAI’s Christina Huang, a member of the corporate’s technical employees, constructed an AI agent inside eight minutes to demo AgentKit to the viewers.

The agent was accomplished with 49 seconds to spare and was stay for attendees to make use of.

“So in just some minutes, we have designed an agent workflow, visually,” Huang mentioned. “We added in some instruments and widgets. We previewed it, we deployed it, we examined it, and now you all can use it.”

— Ashley Capoot

OpenAI will allow apps to combine ChatGPT-powered chat

Builders of apps will quickly be capable to simply plop in a ChatGPT-powered synthetic intelligence chat into their apps or web sites, Altman mentioned. The product is named ChatKit.

“You get a easy, embeddable chat interface you can make your personal. You’ll be able to deliver your personal model, your personal workflows, no matter makes your personal product distinctive,” Altman mentioned.

— Kif Leswing

OpenAI introduces AgentKit for agentic AI

Altman launched AgentKit, which is designed to assist builders construct AI brokers and take them from “prototype to manufacturing,” he mentioned.

“Our hope is that everybody from particular person builders to giant enterprises will get a number of worth from this,” Altman mentioned.

— Ashley Capoot

OpenAI demos App SDK with Canva

OpenAI confirmed a stay demo of App SDK, the place a person requested ChatGPT to create poster mock-ups for a canine strolling enterprise utilizing Canva.

After a few minutes, Canva generated 4 completely different posters for the enterprise and introduced them to the person proper throughout the chatbot.

Customers also can ask for follow-up edits and create different types of media. OpenAI additionally generated a pitch deck as a part of the demo.

— Ashley Capoot

Coursera inventory pops on DevDay point out

Inventory Chart IconInventory chart icon

Coursera inventory one-day chart.

Coursera inventory popped over 6% as the corporate was used as an illustration of deep integration with ChatGPT.

OpenAI demonstrated utilizing ChatGPT to entry a Coursera video inside ChatGPT, and demonstrated how the AI was capable of go deeper on some matters within the video.

“Right here, ChatGPT responded and defined the teacher’s information preparation steps earlier than coaching a machine studying mannequin, after which it breaks it down a pair instances,” mentioned Alexi Christakis, a software program engineer.

Coursera was based in 2012 to offer entry to laptop science programs. Its founders, Daphne Koller and Andrew Ng, are thought-about to be synthetic intelligence luminaries.

— Kif Leswing

Altman introduces App SDK

Altman launched App SDK, which can enable customers to entry apps instantly by means of the corporate’s chatbot, ChatGPT. A person may kind in ask the chatbot to create a playlist for a celebration, as an illustration, and get suggestions from Spotify.

— Ashley Capoot

Altman says ChatGPT has 800 million energetic customers

Altman opened the session with a number of stats — 800 million weekly customers, 4 million builders, and eight billion tokens processed per minute utilizing the corporate’s API.

That person quantity is up from final month, when OpenAI mentioned it hit 700 million weekly energetic customers.

Over 22,000 individuals have been streaming the bulletins on YouTube because it kicked off.

— Kif Leswing

Altman takes the stage

Altman simply stepped on stage to kick off the keynote. He was met with an enormous spherical of applause from attendees.

— Ashley Capoot

The stage is about for Sam Altman’s opening keynote

OpenAi DevDay 2025 at Fort Mason in San Francisco on Oct. 6, 2025

Ashley Capoot | CNBC

CNBC simply sat down forward of the keynote. Altman’s presentation will kick off in a couple of minutes.

The stream is obtainable on the OpenAI YouTube web page.

— Ashley Capoot

Altman’s speak with Jony Ive can be carefully watched

Jony Ive attends The Metropolitan Museum of Artwork’s Costume Institute profit gala celebrating the opening of the “Superfine: Tailoring Black Fashion” exhibition on Monday, Might 5, 2025, in New York.

Evan Agostini | Invision | AP

Altman’s chat with the ex-Apple design chief Ive can be a extremely anticipated a part of this 12 months’s occasion.

OpenAI rocked the tech sector in Might when it introduced it might purchase Ive’s AI units startup io for about $6.4 billion.

Ive is liable for designing Apple’s most iconic merchandise, together with the iPod, iPhone, iPad and MacBook Air. He’s now overseeing “deep inventive and design duties throughout OpenAI,” in keeping with a weblog submit.

The corporate has stored its work with Ive underneath wraps, however a screen-less {hardware} machine is reportedly within the works, in keeping with a number of media retailers.

— Ashley Capoot  

DevDay Doorways are open

Doorways to the venue have opened, so CNBC and different attendees are heading inside to get registered and revel in some breakfast forward of Atlman’s keynote.

— Ashley Capoot

Line is forming outdoors the venue

OpenAI DevDay

Ashley Capoot | CNBC

It is a crisp 60 diploma morning right here in San Francisco, and a line is beginning to type outdoors the DevDay venue. Doorways open at 8:30 a.m PT.

— Ashley Capoot

The DevDay Schedule

Here is what’s on the agenda at this 12 months’s DevDay.

10 a.m PT: Altman will ship the opening keynote with Romain Huet, OpenAI’s head of developer expertise. The pair will share bulletins and stroll by means of stay demos. This session can be livestreamed.

11:15 a.m. PT: Three completely different periods: “Context Engineering & Coding Brokers with Cursor,” “Orchestrating Brokers at Scale” and “OpenAI on OpenAI: Making use of AI to Our Personal Workflows.”

12:00 p.m. PT: Two periods: “Evals in Motion: From Frontier Analysis to Manufacturing Purposes” and “Constructed for SF by SF: AI Options Serving to Our Metropolis Thrive.”

12:30 p.m. PT: A session known as “Transport with Codex” will kick off, the place 4 OpenAI workers will focus on how the corporate’s engineers use Codex’s coding instruments.

12:45 p.m. PT: Attendees can hearken to a chat known as “Mannequin Conduct: The Science of AI Fashion.”

1:15 p.m. PT: Two completely different periods: “AMA: Scaling AI Purposes into the Enterprise” and “Dwell Demo Showcase: Instruments That 10x Your Codebase” will kick off.

2:00 p.m. PT: Three completely different periods: “Sora, ImageGen, and Codex: The Subsequent Wave of Artistic Manufacturing,” Constructing with Open Fashions,” and “Measuring Brokers with Interactive Evaluations.”

3:15 p.m. PT: Brockman and Olivier Godement, OpenAI’s head of platform, will give the “Developer State of the Union.” The pair will focus on how OpenAI’s Codex, gpt-oss and API will help builders construct. This speak is not going to be livestreamed.

4:15 p.m. PT: DevDay will shut with a dialog between Altman and Ive, the place they may focus on “design course of, and what it means to construct instruments thoughtfully, responsibly, and superbly,” in keeping with OpenAI. This chat is not going to be livestreamed.

— Ashley Capoot

OpenAI strikes one other large infrastructure deal, this time with AMD

Early Monday, OpenAI introduced a cope with Superior Micro Units that despatched the chipmaker’s inventory hovering greater than 30%.

OpenAI will deploy 6 gigawatts of AMD’s Intuition graphics processing items over a number of years, the businesses mentioned. AMD has additionally issued OpenAI a warrant for as much as 160 million shares of AMD frequent inventory with vesting milestones tied to each deployment quantity and AMD’s share worth.

“We’d like as a lot computing energy as we will presumably get,” OpenAI President Greg Brockman informed CNBC in an interview on Monday.

— Ashley Capoot

Altman teases DevDay in a submit on X

Sam Altman, CEO of OpenAI, attends the annual Allen and Co. Solar Valley Media and Expertise Convention on the Solar Valley Resort in Solar Valley, Idaho, on July 8, 2025.

David A. Grogan | CNBC

Altman hyped DevDay 2025 in a submit on X, writing in his signature lowercase model.

— Ashley Capoot

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