On October 6, 2025, OpenAI held its third annual DevDay developer conference in San Francisco, delivering a cascade of major announcements that reshape the AI development landscape. With over 1,500 developers in attendance at Fort Mason, CEO Sam Altman unveiled new APIs, developer tools, strategic partnerships, and revealed that ChatGPT has reached 800 million weekly active users.
Historic User Milestone: 800 Million Weekly Users
Sam Altman opened DevDay 2025 with a stunning announcement: ChatGPT now serves 800 million weekly active users, up from 700 million in September 2025—a gain of 100 million users in just one month.
Growth Trajectory
- September 2025: 700 million weekly active users
- October 2025: 800 million weekly active users
- Monthly growth: 14.3% increase
This positions ChatGPT as one of the fastest-growing applications in history, approaching the scale of major social media platforms while maintaining unprecedented growth velocity.
GPT-5 Pro Now Available in API
One of the most anticipated announcements: GPT-5 Pro is now available through the OpenAI API, marking the first time developers can access OpenAI’s most advanced reasoning model programmatically.
GPT-5 Pro Capabilities
- Extended reasoning time: Spends more computational resources thinking through complex problems
- Hardest tasks: Optimized for the most challenging problems requiring deep analysis
- Superior performance: Outperforms previous models on advanced benchmarks
- Production ready: Fully available for commercial deployment
Developer Impact
GPT-5 Pro’s API availability enables:
- Complex enterprise applications requiring advanced reasoning
- Research tools demanding sophisticated analysis
- Educational platforms needing detailed explanations
- Business intelligence systems requiring deep insights
This release democratizes access to OpenAI’s most capable model, previously restricted to ChatGPT Pro subscribers.
Sora 2 API: Professional Video Generation for Developers
For the first time, Sora 2 is available through the OpenAI API, bringing professional-grade AI video generation to developers worldwide.
Target Beneficiaries
- Filmmakers: Rapid previsualization and concept generation
- Designers: Create visual mockups and presentations
- Game developers: Generate cutscenes and promotional materials
- Educators: Produce instructional video content
Technical Capabilities
- High-quality video generation from text prompts
- Image-to-video transformation
- Cameo feature integration (personal insertion)
- Native audio synchronization
- Production-ready output quality
Developer Workflow Integration
Sora 2 API enables:
- Automated content pipelines
- Custom video generation platforms
- Marketing automation tools
- Educational content creation systems
- Creative assistance applications
Codex General Availability: AI Software Engineering Agent
After months in research preview, Codex is now generally available to all developers. This AI software engineering agent represents OpenAI’s push into autonomous coding assistance.
Codex Capabilities
- Autonomous code generation and refactoring
- Bug detection and fixing
- Documentation generation
- Test creation and execution
- Multi-language support
Enterprise Adoption
Codex’s general availability enables:
- Large-scale software development automation
- Technical debt reduction at scale
- Accelerated feature development
- Improved code quality and consistency
AgentKit: Build AI Agents Faster
OpenAI introduced AgentKit, a comprehensive toolkit designed to accelerate AI agent development.
What is AgentKit?
A developer framework that simplifies creating AI agents capable of:
- Automating complex, multi-step tasks
- Interacting with external tools and APIs
- Making autonomous decisions
- Handling stateful workflows
- Managing long-running processes
Supporting Tools
- New Evals: Evaluation framework for agent performance
- RFT (Reinforcement Fine-Tuning): Specialized training for agent behaviors
- Agent templates: Pre-built patterns for common use cases
Real-World Applications
- Customer service automation
- Data processing pipelines
- Research assistants
- Content moderation systems
- Business process automation
Apps in ChatGPT and Apps SDK
OpenAI launched a new application platform within ChatGPT, accompanied by the Apps SDK for developers.
Apps in ChatGPT
Users can now:
- Access third-party applications directly in ChatGPT
- Seamless integration without leaving the interface
- Unified experience across different services
- App discovery and installation
Apps SDK Features
Developers can build:
- Custom ChatGPT integrations
- Specialized tools and plugins
- Domain-specific applications
- Enterprise workflow integrations
This creates an ecosystem similar to mobile app stores, but centered around AI-powered conversational interfaces.
Realtime API: Advanced Voice Capabilities
OpenAI announced major upgrades to the Realtime API, enhancing speech-to-speech capabilities.
Technical Breakthrough
Unlike traditional pipelines that chain multiple models (speech-to-text → LLM → text-to-speech), the Realtime API:
- Processes audio directly through a single model
- Generates speech natively without intermediate steps
- Reduces latency significantly
- Produces more natural responses with proper intonation
New Features
- MCP Server Support: Model Context Protocol for structured integrations
- Image Input: Process visual information alongside audio
- SIP Phone Calling: Direct telephone integration
- Optimized Performance: Enhanced reliability and quality
Use Cases
- Real-time translation services
- Voice-controlled applications
- Phone-based AI assistants
- Accessibility tools
- Interactive voice response (IVR) systems
ChatGPT Product Updates
Several consumer-facing features launched alongside developer tools:
Image Library
- Automatic saving: All ChatGPT-generated images saved to Library
- Platform availability: Web, iOS, and Android
- User access: Free, Plus, and Pro tiers
- Organization: Easy browsing and retrieval of past generations
Google Workspace Integration Expansion
Previously exclusive to Pro users, now available to Plus subscribers:
- Gmail connector: Email management and composition
- Google Calendar: Schedule management and coordination
- Google Contacts: Contact information access
This expansion dramatically increases the number of users who can leverage ChatGPT as a productivity hub.
AMD Partnership: Diversifying Chip Strategy
In a strategic move announced early on DevDay, OpenAI partnered with Advanced Micro Devices (AMD), sending AMD stock soaring over 30%.
Partnership Terms
- Deployment commitment: 6 gigawatts of AMD Instinct GPUs over several years
- Equity component: AMD issued OpenAI a warrant for up to 160 million shares
- Vesting tied to: Deployment volume and AMD share price milestones
Strategic Significance
This partnership:
- Reduces Nvidia dependence: Diversifies chip supply chain
- Increases negotiating power: Competition among suppliers
- Ensures capacity: Access to additional GPU resources
- Market impact: Validates AMD as serious AI chip competitor
Timing
The AMD deal follows Altman’s Asia tour, where OpenAI secured memory chip agreements with Samsung and SK Hynix for the Stargate project.
Jony Ive Fireside Chat: Building in the AI Age
A highlight of DevDay was Sam Altman’s conversation with Jony Ive, former Apple Chief Design Officer.
Context: io Acquisition
In May 2025, OpenAI acquired Ive’s AI devices startup io for approximately $6.4 billion, shocking the tech industry and signaling OpenAI’s hardware ambitions.
Discussion Topics
- Designing AI-native devices
- Human-AI interaction paradigms
- The future of personal computing
- Balancing capability with simplicity
- Building in the age of AI
Industry Implications
The Ive acquisition and this public discussion suggest:
- OpenAI is developing AI-native hardware
- Focus on seamless AI integration into daily life
- Potential ChatGPT-powered devices
- Design-led approach to AI products
Stargate Project Updates
While not the main focus of DevDay, recent Stargate developments provide crucial context:
Korean Chip Partnership (October 1-2)
- Samsung and SK Hynix joined Stargate
- Capacity commitment: 900,000 high-bandwidth DRAM chips per month
- Scale: More than double current industry capacity
- Data centers: Construction planned in South Korea
Infrastructure Investments
- Nvidia: Up to $100 billion for 10+ gigawatts of compute
- Oracle: $300 billion compute capacity deal (5 years)
- Total scale: Nearly 7 gigawatts, $400 billion over 3 years
Five New Sites
Announced in late September:
- Texas (multiple locations)
- New Mexico
- Ohio
- Additional Midwest location
Project Vision
The Stargate Project aims to invest **100 billion deployed immediately.
Sam Altman on Profitability: “Not in My Top 10 Concerns”
In a post-keynote Q&A with reporters, Altman made a striking statement about OpenAI’s financial priorities.
Key Quotes
“Generating revenue and working toward profitability are currently not in his top 10 concerns.”
“OpenAI will have to be profitable eventually, but the company is in a space of investment and growth.”
Strategic Implications
This reveals OpenAI’s current mindset:
- Growth over profit: Prioritizing market dominance
- Long-term vision: Building foundational infrastructure
- Patient capital: Leveraging investor backing for expansion
- Market capture: Securing developer and user ecosystems
Financial Context
With ChatGPT reaching 800 million weekly users and massive enterprise adoption, OpenAI’s revenue is substantial despite not prioritizing profitability. The focus remains on:
- Expanding capabilities
- Building infrastructure
- Developing new products
- Maintaining innovation pace
Developer Community Reception
The 1,500+ developers at DevDay responded enthusiastically to the announcements:
Most Anticipated Features
- GPT-5 Pro API: Access to most advanced reasoning
- Sora 2 API: Professional video generation capabilities
- AgentKit: Simplified agent development
- Realtime API upgrades: Better voice applications
Industry Impact
DevDay 2025’s announcements position OpenAI as:
- Developer platform leader: Comprehensive toolkit for AI development
- Innovation driver: Pushing boundaries with new capabilities
- Ecosystem builder: Creating infrastructure others build upon
Competitive Landscape
DevDay 2025 intensifies competition in several areas:
Against Anthropic
- GPT-5 Pro vs. Claude Opus 4 (coding capabilities)
- Developer tools comparison
- Reasoning model race
Against Google
- Sora 2 vs. Veo 3 (video generation)
- ChatGPT vs. Gemini (consumer AI)
- Developer ecosystem competition
Against Chinese AI
- Video generation: Sora 2 vs. Kling 2.5 Turbo
- Market positioning in Asia following Korea deals
- Cost competitiveness challenges
What Wasn’t Announced
Notably absent from DevDay 2025:
ChatGPT Browser
Pre-event speculation suggested a ChatGPT web browser launch, but this didn’t materialize. The browser may be:
- Still in development
- Delayed for strategic reasons
- Saved for a separate announcement
GPT-6 or New Architectures
No discussion of next-generation models beyond GPT-5 Pro, suggesting:
- Focus on current model deployment
- Emphasis on application over pure capability
- Strategic timing for future announcements
Pricing Changes
While AMD partnership suggests potential cost reductions, no pricing updates were announced for API access.
Looking Forward: Implications and Predictions
Near-Term Developments (Next 3-6 Months)
- Massive AgentKit adoption: Explosion of AI agent applications
- Sora 2 creative tools: New platforms built on video API
- Apps ecosystem growth: ChatGPT becoming app platform
- Enterprise deployments: GPT-5 Pro in production systems
Medium-Term Shifts (6-12 Months)
- Hardware reveals: Potential Jony Ive-designed AI devices
- Stargate deployment: First major data centers operational
- Browser launch: Possible ChatGPT browser release
- API ecosystem maturation: Sophisticated third-party integrations
Long-Term Trajectory (1-2 Years)
- 1 billion+ users: ChatGPT reaching mainstream ubiquity
- Agent-first computing: Shift from apps to agents
- AI-native hardware: New device categories emerge
- Infrastructure leadership: Stargate establishing US AI dominance
Developer Action Items
For developers looking to capitalize on DevDay announcements:
Immediate Opportunities
- Explore GPT-5 Pro API: Build applications requiring advanced reasoning
- Experiment with Sora 2: Create video generation tools and platforms
- Adopt AgentKit: Develop autonomous AI agents for specific domains
- Upgrade to Realtime API: Enhance voice-based applications
Strategic Positioning
- Build in the Apps ecosystem: Create ChatGPT-native applications
- Leverage multiple models: Combine GPT-5 Pro, Sora 2, and Realtime API
- Focus on agents: The future is autonomous, task-oriented AI
- Prepare for hardware: Consider AI-native device interactions
Conclusion
OpenAI DevDay 2025 represents a watershed moment in AI development. By releasing GPT-5 Pro and Sora 2 through APIs, launching comprehensive developer tools like AgentKit, and revealing 800 million weekly users, OpenAI has solidified its position as the leading AI platform for developers and consumers alike.
The AMD partnership diversifies chip supply, the Korean memory deals secure infrastructure capacity, and the Stargate project ensures long-term computational resources. Meanwhile, the Jony Ive collaboration hints at revolutionary AI-native hardware on the horizon.
Sam Altman’s statement that profitability isn’t a top-10 concern reveals a company playing a long game—prioritizing growth, capability, and market dominance over near-term financial metrics. With ChatGPT approaching a billion users and developers gaining access to unprecedented AI capabilities, OpenAI’s strategy appears to be working.
As the AI landscape becomes increasingly competitive with strong challenges from Anthropic, Google, and Chinese companies like Kuaishou (Kling) and DeepSeek, OpenAI is doubling down on its core strengths: cutting-edge models, developer ecosystem, and relentless innovation.
DevDay 2025 wasn’t just a product announcement event—it was a declaration of OpenAI’s vision for AI’s future, and an invitation for developers worldwide to build that future together.
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