OpenAI plans biggest ChatGPT overhaul ahead of listing


Key takeaways:

OpenAI is plotting ChatGPT’s biggest overhaul yet, with the goal of turning it into a superapp combining coding tools and AI agents ahead of a planned listing this year.

Executives believe that the move will help the company drive more revenue in preparation for an initial public offering (IPO), according to a report by the ⁠Financial Times.

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More than a dozen current and former employees also told the FT that the firm is shifting resources toward lucrative enterprise clients as it looks to compete more aggressively with rival Anthropic.

The changes reflect OpenAI’s growing focus on AI agents and coding tools that can perform tasks on behalf of users. The company reportedly believes that they will become more valuable than traditional AI chatbots.

“Chat is dead,” one senior OpenAI employee told the FT.

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According to recent reports, only about 4% of OpenAI’s users pay, meaning that 96% use one of the world’s most popular AI products for free. OpenAI hopes that introducing AI agents, which can complete tasks like booking travel, organizing schedules, and summarizing complex data, will create a more valuable product.

The overhaul is set to begin rolling out in the coming weeks. The FT says that the changes will first appear on ChatGPT’s website and mobile apps, with customers encouraged to use coding tools, image-generation, and third-party apps.

Thibault Sottiaux, who leads OpenAI's core product and platform teams, said that the move will create an assistant for everything in your life.

“It will transcend the actual surface . . . what we’re building towards is where you have your own personal agent that is capable of helping you . . . across everything in your life, be it personally or at work,” he said.

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The changes will give more resources to OpenAI’s software engineering agent Codex, which is able to write, fix, explain, and execute code. People familiar with the matter told the FT that most people who use Codex pay for it – and that business customers account for roughly 40% of OpenAI's revenue. That value is expected to rise to 50% by the end of the year.

The move will also align OpenAI’s strategy closer with that of Anthropic, which focuses on developing products for businesses. Both companies are aiming for an IPO, racing to reach public markets.

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