Overview
- The Financial Times reported Sunday that OpenAI plans a major overhaul of ChatGPT that will surface Codex, autonomous task-performing agents and third-party integrations inside the web and mobile apps, with rollouts expected in the coming weeks.
- The company has reorganized product teams under Thibault Sottiaux and shifted resources away from some consumer experiments such as an internal checkout and the Sora video model to focus on higher-margin business features.
- About 2 million business customers today provide roughly 40 percent of OpenAI’s revenue and the company is targeting about 50 percent by year-end by steering free ChatGPT users toward paid coding and agent tools.
- OpenAI is working with Goldman Sachs and Morgan Stanley on confidential IPO paperwork, and executives view a superapp that converts users into paid subscribers and enterprise clients as a way to show more durable revenue to investors.
- The move builds on past efforts to make ChatGPT a hub — including Plugins and Apps — and intensifies competition with firms such as Anthropic as partners like Canva and Booking.com are set to be embedded in the new experience.