OpenAI overhauls ChatGPT into superapp with AI agents and Codex
OpenAI's 'Chat is dead' pivot to agents aims to boost revenue ahead of IPO.
OpenAI is preparing the biggest overhaul of ChatGPT since its 2022 launch, pivoting from a consumer chatbot to a superapp that integrates coding tools, AI agents, and partner applications. The $850 billion company aims to drive revenue growth ahead of its planned IPO, with executives declaring 'Chat is dead.' The strategy centers on Codex, which has grown to 5 million weekly active users since its desktop launch in February, and AI agents that can autonomously perform tasks like booking travel or organizing calendars. Business customers already account for 40% of revenue (expected to hit 50% by year-end), and the new interface will encourage users toward higher-value products.
The redesign, rolling out in coming weeks, adds prompts and features that steer users toward code generation, image creation, and third-party apps from partners like Canva and Booking.com. Over time, OpenAI plans to make these suggestions automatic via smarter models. The reorganization unites ChatGPT, Codex, and other product teams under executive Thibault Sottiaux, who described the vision as 'your own personal agent … across everything in your life.' This convergence mirrors Anthropic’s business-focused approach, as both companies race toward IPO profitability. OpenAI’s 2 million business customers and nearly 1 billion free users form the base for this ambitious expansion.
- OpenAI is overhauling ChatGPT into a superapp with AI agents and Codex, shifting away from pure chat as 'Chat is dead'.
- Codex has grown to 5M weekly active users since February; business customers already generate 40% of revenue.
- New interface will guide users toward coding, image generation, and partner apps, with IPO as the ultimate goal.
Why It Matters
OpenAI's pivot from chatbot to agent-driven superapp signals a major shift in how AI products generate revenue and compete with Anthropic.