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Everything OpenAI announced at DevDay 2025

PLUS: OpenAI has signed $1T in compute deals

Author

Barsee
07 Oct

Together with

Howdy, it’s Barsee.

Happy Tuesday, AI family, and welcome to another AI Valley edition. This issue takes 5 minutes to read.

Today’s climb through the Valley reveals:

  • Everything OpenAI announced at DevDay 2025

  • OpenAI has signed $1T in compute deals

  • Plus trending AI tools, posts, and resources

Let’s dive into the Valley of AI…

WORKOS

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THROUGH THE VALLEY

Image Credit: OpenAI

At yesterday’s DevDay 2025, OpenAI announced major updates that mark its shift from a simple chatbot company to a full AI platform. The big idea this year is that ChatGPT is becoming more like an operating system where people and developers can build, automate, and interact with everything in one place.

Through new partnerships with apps like Canva, Zillow, Coursera, and Spotify, users can now talk directly to these services from inside ChatGPT. OpenAI also introduced new tools for developers (Apps SDK, AgentKit, ChatKit, and Codex) along with new APIs for GPT-5 Pro, gpt-realtime-mini, and Sora 2.

Here’s everything you need to know:

  • Apps SDK: Let’s developers embed interactive UIs (such as maps, videos, or forms) directly in ChatGPT. During the demo, OpenAI engineers showed how users could take a Coursera video, ask questions about it, design a poster in Canva, and even browse homes in Zillow.

  • AgentKit: A no-code toolkit for building and launching AI agents. It includes a drag-and-drop Agent Builder, a Connector Registry for linking data and tools, and ChatKit for embedding chatbots into products. In a live demo, OpenAI’s Christina Huang built fully working agents in just a few minutes.

  • API access: OpenAI added GPT-5 Pro to its API for advanced reasoning, gpt-realtime-mini for affordable voice-based interactions, and Sora 2 for generating videos with synchronized sound and cinematic camera motion. These models are now available for developers to integrate directly into their products.

  • Codex: Now positioned as an AI coding teammate rather than just a code generator. Codex can write, debug, and review code, integrate with Slack (so you can assign tasks by tagging @Codex), and even control physical devices. During the demo, OpenAI’s Romain Huet used Codex to wire a camera to an Xbox controller and build a voice assistant that controlled stage lights in real time.

Why does it matter?

By opening ChatGPT to third-party apps and payments, OpenAI is taking a major step toward transforming ChatGPT from a chatbot into a full-fledged AI operating system, one that combines conversational intelligence, rich interfaces, and embedded commerce.

For developers, that means direct access to over 800 million ChatGPT users, who can discover apps “at the right time” through natural conversation, whether planning trips, learning, or shopping.

For users, it means a new generation of apps you can chat with, where a single interface helps you book a flight, design a slide deck, or learn a new skill without ever leaving ChatGPT.

Image Credit: FT, Citi Research

OpenAI has struck roughly $1 trillion in infrastructure and compute agreements in 2025, including major deals with AMD, NVIDIA, Oracle, and CoreWeave, aiming to lock in over 20 gigawatts of computing capacity over the coming decade.

Under its new AMD deal, OpenAI committed to deploying 6 gigawatts of AMD’s MI450 chips starting in 2026, with an initial 1 GW rollout. As part of the contract, it also got warrants to purchase up to 160 million AMD shares (≈10%), subject to milestones.

Meanwhile, its arrangement with NVIDIA involves a $100 billion investment and a commitment to deploy at least 10 gigawatts of NVIDIA systems to support its next-gen model infrastructure.

Other deals include CoreWeave expanding its partnership with OpenAI by $6.5 billion this year, bringing its total closings to $22.4 billion.

Why does it matter?

OpenAI is tying up massive compute capacity ahead of demand surges. Such a scale deals with lock-in hardware supply, reduces dependency on single vendors, and places OpenAI at the heart of AI infrastructure negotiation. But spending this heavily now also raises questions about cash flow, valuation pressure, and what happens if market conditions shift.

TRENDING TOOLS

  • Sorce > Tinder for jobs. Swipe your way to your next career move

  • Perplexity Comet > Now live worldwide, a free AI-native browser that lets you search, browse, and chat with the web in one place

  • OpenAI Codex > Now available with new admin tools, an SDK, and a Slack integration to bring AI coding assistance everywhere you work

  • Hume Octave 2 > Turn your text into lifelike speech in 11+ languages with under 200ms latency. Natural voices, instant results

  • LangLime > A language learning app that’s actually fun and doesn’t suck

  • Instruct > Automate anything with one simple prompt. No code, no setup

  • Everyday > Manage tasks across apps using plain English. Just say what you need done

  • Fruitful > Track competitors in real time and get juicy insights delivered daily

  • Write It Down > A simple expense tracker that uses written commitment to build real financial discipline

THINK PIECES / BRAIN BOOST

THE VALLEY GEMS

What’s trending on social today:

1/ Nvidia's market cap is now bigger than all of Big Pharma combined.

2/ Tesla Optimus hits real-time kung fu milestone with AI-driven motion.

3/ Gamer builds 5M-parameter ChatGPT model inside Minecraft using 439M blocks.

3/ I cannot see this as not being the future; at scale.

5/ A guy connects Claude with Blender. That’s what MCPs can do.

THAT’S ALL FOR TODAY

Thank you for reading today’s edition. That’s all for today’s issue.

💡 Help me get better and suggest new ideas at [email protected] or @heyBarsee

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