OpenAI DevDay 2025 Explained in 20 Minutes - podcast episode cover

OpenAI DevDay 2025 Explained in 20 Minutes

Oct 07, 202520 minEp. 68
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Episode description

Covering highlights from OpenAI’s DevDay, including ChatGPT's surge to 800 million weekly users. We discuss the new Apps SDK for seamless app integration and the AgentKit, allowing users to create AI agents without code. We also give takes on the implications for user engagement and preview the upcoming GPT-5 Plus API.

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TIMESTAMPS


0:00 OpenAI's DevDay Announcements
4:28 ChatGPT's App Store Evolution
8:41 AgentKit
13:13 AI Agent Development
15:10 Competition
17:00 Reviewing DevDay Overall
19:27 Closing Remarks


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RESOURCES


Josh: https://x.com/Josh_Kale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠ 


Transcript

OpenAI's DevDay Announcements

Josh: Open ai just finished their dev day live from Josh: san francisco where they announced a bunch of cool new developer tools that Josh: will be accessible to everybody today but also for Josh: people like us who are users of them very very soon so there was a series of Josh: announcements we're going to get right into it we're going to try to cover everything Josh: in 20 minutes so if you stick with us you'll know everything about everything

Josh: that open ai just announced today starting with their agent sdk right you just Josh: can you walk us through what i guess your first reactions may be to what you Josh: just saw before we even get into everything? Ejaaz: Well, my first reaction is probably your reaction to seeing this image right here, Josh.

Ejaaz: Now, there are a lot of big numbers on this, but I think the thing that kind Ejaaz: of stood out to both of us actually, we were discussing it before we started Ejaaz: recording this, was 800 million weekly ChatGPT users. Ejaaz: Do you remember when this was 500 million quoted like three months ago? Josh: They were the fastest to get to 1 million users, and we thought that was incredible. Josh: They did it in like five days.

Josh: They're getting close to a billion. It's remarkable the progress that they're Josh: making and how fast and how big they're getting.

Ejaaz: So you You mentioned something, well, you basically said apps inside ChatGPT, Ejaaz: and I think you were referring to one of three major announcements that they Ejaaz: made on this live stream, which was the Apps SDK, Ejaaz: which basically allows you to connect your app through ChatGPT such that any Ejaaz: one of their 800 million weekly active users can get access to your app. Ejaaz: Congratulations. OpenAI has officially become the welcome mat to the internet.

Ejaaz: Formerly, it was Google. Ejaaz: And now if you want your app to have access to the hundreds of millions and Ejaaz: billions of users on the internet, you probably kind of want to go through OpenAI. Ejaaz: What's cool about this new update, Josh, is... Ejaaz: It has full access to MCP, which is an open protocol. And you and I have gone Ejaaz: back and forth about like closed versus open. Ejaaz: MCP basically allows any app to connect to OpenAI or to any AI model.

Ejaaz: And also importantly, allows you to connect any of your data to it as well. Ejaaz: And the reason why this is important is it's one thing allowing ChatGPT access Ejaaz: to a tool, which is what we've seen OpenAI enable about seven months ago, right?

Ejaaz: And it didn't really get anywhere. now if Ejaaz: you have access to mcp and a direct line to Ejaaz: the chat gpt store you can start to Ejaaz: see this as a bit of an evolution so they Ejaaz: had an example uh here josh where you know Ejaaz: you could be talking to chat gpt and say you want to book hotels and Ejaaz: it selects xpedia or booking.com or Ejaaz: something like that they have something where you can access canva to create

Ejaaz: like your own poster and the major step that they've had from enabling GPT plugins Ejaaz: to what they have today is ChatGPT kind of decides what app it needs to pick Ejaaz: for you instead of you picking it for it, right?

Ejaaz: And it kind of has the context throughout the conversation without needing to Ejaaz: remind it like, hey, you need to use this information to do A, B, and C. Josh: So for the people who are listening to this that are not developers like myself, Josh: This might not seem super interesting.

Josh: And I want to kind of frame this in a way that is interesting because us Josh: as users are going to see a lot of these interesting downstream effects kind of Josh: as they go this is the early seeding of it that's kind Josh: of what this event is today it's for developers by Josh: developers and there's just a lot of these complicated terms like an Josh: sdk and an api but the reality of what they're doing Josh: now and the reality of this first batch of news that we're talking about

Josh: is chat gpt is creating an app store for the Josh: chat gpt application is an easy way of framing this and Josh: basically what's happening is normally in order to use like we're Josh: seeing on screen an app like xpedia you go to xpedia.com you Josh: open up your mobile app on your phone you go on the Josh: desktop app on your your computer but it's not Josh: natively integrated into the chat gpt experience so a

Josh: few of the things that they showed the few examples like we're seeing right Josh: here is now when you want to book a flight through xpedia you Josh: don't actually have to leave the open ai chat Josh: gpt application you can do it directly from within the Josh: application and that's kind of the novel breakthrough with this sdk that Josh: they're releasing to everybody is now you can engage with Josh: applications that you use on a daily basis but they're kind

Josh: of enhanced and augmented by inline ai Josh: so if you want to book your flight now chat gpt Josh: has the context of your calendar it has the context of your emails Josh: It has the context of all the the chatting that you've been doing with it it Josh: can go and it can seek out those flights for example and suggest which ones Josh: to book and they're doing that with a whole bunch of different examples they

Josh: had one with zillow where you can actually browse homes and then for example Josh: if you find a home in a relevant area you could ask well how is the school system Josh: there and how close is as a senior grocery store.

ChatGPT's App Store Evolution

Josh: And you could get additional context that you never really could prior to this integration. Josh: So Ejaz, for me, one of the more interesting parts of this entire presentation Josh: that they did was just how Josh: They were trying to approach the problem of solving it directly within their Josh: app instead of going to the browser. I think with perplexity, Josh: they created their own browser. Josh: With Anthropic, they created a browser extension where it kind of embeds itself

Josh: into the browser. ChatGPT is saying, no, no, no, no, no. Josh: We have 800 million weekly active users. You're coming to us and you're going Josh: to give us your tools and we're going to augment the experience for our users. Josh: But please come to us and we're going to make that experience great.

Ejaaz: I don't think that this is a Ejaaz: surprise josh because i don't know Ejaaz: if this is a hot take at all but i don't know if Ejaaz: it matters if it's a browser or directly in Ejaaz: a chat interface like chat gpt here i think it's become a business development Ejaaz: game a partnership strategy game aka if open ai can partner with all the biggest Ejaaz: companies and shops in the world e-commerce sites in the world then And they

Ejaaz: will probably likely provide the best shopping experience, Ejaaz: the best agent experience, the best app experience. Ejaaz: And I think there's good reason for them to pursue something like this, right? Ejaaz: I actually mentioned on the episode Ejaaz: that went out today on OpenAI's personalization and memory features. Ejaaz: You guys should check out that episode if you haven't seen it already. Ejaaz: That personalization and memory are OpenAI's biggest modes.

Ejaaz: It makes the product incredibly sticky because ChatGPT suddenly knows everything Ejaaz: about you. It goes from feeling like a tool to feeling like a friend. Ejaaz: And this is kind of the similar jump that they've made with apps. Ejaaz: If I am using ChatGPT and it has all the context on me and it understands the Ejaaz: conversation I've just had about it. Ejaaz: For example, I don't know what fridge I want to buy for my new house. Ejaaz: So I'm obviously going to ChatGPT.

Ejaaz: I'm checking out what the latest brands are, what the better price points are Ejaaz: within my budget. And then I find an answer, right? Ejaaz: But if ChatGPT can then go out and buy that for me, I don't want to leave the site. Ejaaz: Like, why would I want to go to that? Why do I want to scroll and click open Ejaaz: another tab, sign in via Gmail or whatever that might be? Ejaaz: There's so many reasons which I will be lazy for it. And this makes ChatGPT Ejaaz: incredibly attractive.

Josh: Yeah, I think it's a big breakthrough for why people are going to be excited to use ChatGPT. Josh: I'm personally excited to try Josh: these features in line because it kind of augments the whole experience. Josh: Like every time you use the internet, it's now enhanced by all of the context that you've given it. Josh: So we frequently ask, and you mentioned on the episode that dropped today,

Josh: is memory going to be portable? And maybe the answer is it doesn't matter because Josh: all of the stuff we're going to be doing is actually in the ChatGPT app itself. Josh: So that could be an interesting way this plays out. Ejaaz: I also just want to say that if I'm being honest, I'm kind of unimpressed by this product launch. Ejaaz: And I have to get it off my chest because about eight months ago, Ejaaz: OpenAI released what they call the GPT App Store, or some version of an app store.

Ejaaz: And back then it was a plugin interface where they advertised, Ejaaz: hey, you can now plug in a Resi or OpenTable or a Zapier or whatever that might be. Ejaaz: And suddenly you get access to these apps, to these tools, but they didn't call Ejaaz: them apps. They called them tools. Ejaaz: And they said, you can now add this tool in ChatGPT and it'll use it. Ejaaz: And that kind of ended up flunking, Josh. Ejaaz: No one actually spoke about it in the last eight months since it launched.

Ejaaz: And this doesn't seem to dissimilar. In fact, they're using a bunch of the same Ejaaz: partners that they started. Ejaaz: So I'm optimistic in the sense that this is an evolution from that, Ejaaz: where, you know, it comes across as more natural. Ejaaz: The products get integrated into my conversation. I don't need to tell it what Ejaaz: to do, but I'm still not wowed by it.

Ejaaz: And maybe that's just me being a doomer, but I don't really see this as the Ejaaz: chat GPT app store that this tweet that we have on our screen resembles or depicts it as. Ejaaz: I see it more as something before that, where it's just for devs only. Ejaaz: And I haven't really seen the magic. Josh: Yeah, we'll see. It's funny. I downloaded a total of zero apps in that first Josh: version, Ejaz. I never used one. I think it was totally useless.

Josh: Well, it seems like there's a possibility that the incentive structure has been Josh: flipped now because of the amount of users that ChatGPT has, Josh: where there's a very strong incentive to come and build for the platform. Josh: And there's a very strong incentive for ChatGPT to offer these because the more Josh: value they add, the less you have to leave the app. So we'll see.

AgentKit

Josh: I guess it's one of those things we'll see. That was one of the two major announcements Josh: that they shared. The second is their agent kit. So, Ijaz, I know you love your AI agents. Josh: Can you please tell us, what did they just announce in the world of agent generation? Ejaaz: So, I love AI agents. I haven't really loved how they've materialized in the Ejaaz: real world just yet. And my biggest gripe with AI agents is they just haven't been able to do stuff.

Ejaaz: So, when OpenAI today announced something they're calling the Agent Kit, Ejaaz: I got really excited. They advertised it, Sam advertised it as taking agents Ejaaz: from prototype to production. Ejaaz: And there's three core capabilities that they announced. Ejaaz: One called the agent builder, the other called the chat kit, Ejaaz: which is kind of like a chat interface that you can embed in any app or agent

Ejaaz: that you build and evals for agents. So basically measuring how good your agent is. Ejaaz: But the most exciting one of those three is the agent builder, Ejaaz: Josh, which is a no code interface that anyone, including you or I, Ejaaz: can use to spin up an agent in a matter of minutes. And that's actually what they did live on stream. Ejaaz: And what's cool about this is it, have you ever used kind of like a graph builder

Ejaaz: software, Josh? I know you use it to kind of like create like design flows. Ejaaz: It looks pretty much identical to that. So you can kind of like spin up a box, Ejaaz: literally a shape of a box, and that represents your agent. Ejaaz: You can then click on that agent and give it a personality, explain what it needs to do. Ejaaz: And that uses ChatGPT on the backend and it automatically creates some code

Ejaaz: and creates that agent for you. and you can kind of like move that agent across Ejaaz: to maybe work with another agent that you've created. Ejaaz: And it kind of becomes this kind of gamified system of making an agent. Ejaaz: And this agent builder, they describe it as a canvas to build agents. Ejaaz: And it builds on top of the existing APIs that they have, as well as a few new ones. Ejaaz: And then ChatKit is this embeddable chat interface for your agent.

Ejaaz: So if you imagine, Josh, you and I create an agent that goes out and does a Ejaaz: bunch of research for the next couple of episodes that we're going to do for this week, right? Ejaaz: So imagine it gets all this information, it pulls all these article links and Ejaaz: it does all the research, it gives us some nice concise summaries. Ejaaz: But we don't necessarily want to read all those summaries. So maybe we just Ejaaz: want to talk to the agent itself.

Ejaaz: We can just slap in an iMessage-like interface and talk to it. Ejaaz: And most importantly, not only can you and I talk to that agent, Ejaaz: but other agents can talk to it. Ejaaz: So the main takeaway for me here, and I want to get into your thoughts in a second, is... Ejaaz: We've gone from needing to know and write code to create these automated programs Ejaaz: that do stuff for us to not just being able to write in plain English and have the thing do the thing.

Josh: Yeah, that was the thing that stood out most to me during this section is normally Josh: when I watch these developer days, I feel mostly excluded because, Josh: you know, I don't really write that much code. Josh: I'm not super familiar with how all this stuff works. But as I was watching Josh: the demos of how this agent builder worked, it was very similar to tools I've used before. Josh: Like you mentioned, like I use Excalibur because I love to create these visual

Josh: design graphics. Even DaVinci Resolve, the way that we edit a lot of these podcasts, Josh: it has this kind of visual node graph where you just drag things and you connect Josh: things and it's very much like a playground. Josh: And they turned agent building into that type of playground where it's all in Josh: plain English. It's all very visual.

Josh: It was really exciting because I think a lot of people are soon going to try Josh: to experiment with being a creator themselves and building things where you Josh: genuinely don't need to use code. Josh: And now if I need to have something built, I can just try to make my own agent.

Josh: And the lady in the example who is, i think her name was christina she Josh: was on stage she built an entire agent in eight minutes using zero Josh: lines of code and it worked amazing so for that i'm Josh: really excited we have this take on the screen from greg eisenberg it says agent Josh: engineering is the new prompt engineering which very much feels true Josh: um again the hottest new coding language is english um Josh: if you can prompt an agent to do things it's

Josh: like a prompting a large language model on steroids you can Josh: kind of compound you could use all these tools together it creates this really Josh: fun opportunity so i think the downstream effects of this are going to be worth Josh: observing i guess we'll follow along and see what people are actually building Josh: with this because it left me feeling optimistic that like hey maybe we actually Josh: can try to to build some tools ourselves do you agree disagree i

Ejaaz: Agree um and i i think that we might see some of the best examples come from Ejaaz: the people that combine this agent kit Ejaaz: with the app SDK that we just spoke about, right? Like, it would be cool if Ejaaz: I could spin up an agent that doesn't just kind of like do fancy tool calling, Ejaaz: but can use the apps that I have spoken with in my other conversations, Ejaaz: right? It already has that context. Ejaaz: That being said, I'm a little skeptical, Josh.

AI Agent Development

Ejaaz: Again, like, I don't know, I've got my, I must be feeling pretty doomerish today Ejaaz: for my takes, but I'm just kind of like, okay, the example that they live demoed Ejaaz: didn't really impress me. Ejaaz: Like the one that she built in eight minutes was a registration agent, Ejaaz: which can basically guide you on your way through OpenAI's Dev Day. Ejaaz: So it tells you when the next coming talk is happening and where to walk to. I don't really care.

Ejaaz: Who cares? Like, go and do my shopping for me. Ejaaz: Manage my accounts and make me a million dollars. I'm down for that. Ejaaz: And maybe I'm asking for too much, but I don't really feel the magic. Okay. Josh: So maybe I have one example that could perhaps change your mind that I'm thinking Josh: of as you're describing this is all of our transcripts for all of our episodes, Josh: they're public. We put them on our transistor page.

Josh: If you want to go subscribe to the RSS feed, please go do that. Josh: Within those transcripts are all of the words that we say labeled with who says it. Josh: And if we wanted to, in eight minutes, just like Christina did in that example, Josh: we could build an agent ourselves just by dragging and dropping and adding a Josh: few prompts that can analyze all of the transcripts that we've written, Josh: turn itself into a mini GPT and answer questions as if it was Josh or EJAS.

Josh: And we could kind of query it against ourselves. We could ask, Josh: well, what do you think Josh would say in this situation? And get an answer Josh: is relatively decent based on creating this agent that you've trained in just a couple of minutes. Josh: And I think, again, like a big constraint is creativity, because there is a Josh: lot of ways that you can build these to do interesting things. Josh: And the hardest unlock is figuring out what to do, how to use the tools to make

Josh: it interesting. So maybe that's one cool one. Like, I wouldn't hate it. Ejaaz: I would probably use that for the YouTube comments that we get. Josh: Our autoresponder. Ejaaz: Yeah, because I mean, I mean, some of you listeners are so, so active. Ejaaz: And I really, really appreciate that. Ejaaz: The feedback we've been getting, the thoughts, the comments, Ejaaz: the disagreements is what we live for. Ejaaz: And Josh and I have been trying to stay up late at night responding to you guys.

Ejaaz: But hey, maybe an agent could have helped with that. Ejaaz: But Josh, what's funny about this announcement is they weren't the only ones Ejaaz: to announce an agent builder.

Competition

Ejaaz: In fact, I think, what was it, eight to 10 hours ago, someone else announced Ejaaz: something. Can you walk us through this? Josh: Yeah, this is very funny. So as I was scrolling my timeline on X, Josh: looking for just like snippets from this presentation, I stumbled upon the 11 Josh: Labs announcement, which I think was like five hours ago.

Josh: And the video, if you could restart it just for people to watch, Josh: it's basically the same exact visual interface that OpenAI just announced today Josh: using the same terminology. Josh: So what you're seeing on screen is it's this very visual kind of graphing chart Josh: where you have these parameters and you could draw and connect these nodes on a graph. Josh: And it's really funny to see the convergence of ideas on how things are going

Josh: to be built. like literally within hours of each other. Josh: So I think 11 labs, they front ran OpenAI.

Josh: But the idea is that there is a directional trend here and that Josh: everything will be easier to actually engage with you will not need to write Josh: code you will be able to just do command the ai to your will and as these tools Josh: get more powerful you will have more and more creative leverage and it's just Josh: going to be this really cool self-fulfilling developer world where it's easy Josh: to become a developer because all you need to do is speak english to the model i'm

Ejaaz: Telling you man it's going to become a business development game i mean everyone's Ejaaz: going to create some of these automated workflow products 11 labs anthropic's Ejaaz: probably going to come up with them. Ejaaz: Google's probably cooking up one that they're going to announce this week. Ejaaz: I know they've got a bunch of exciting announcements this week. Ejaaz: So I think this type of interface is going to become pretty commoditized.

Ejaaz: What it's ultimately going to come to, and I've said this on previous episodes, Ejaaz: is how many users do you have and how high quality is the data that you own, Ejaaz: how useful is that data, basically. Ejaaz: And I think OpenAI in both regards still maintain the lead and to see like a Ejaaz: 300 million weekly active user jump in a matter of months is just insane and Ejaaz: i'm still you know if i had to pick if i had to pick a winner open ai is still there yeah.

Reviewing DevDay Overall

Josh: Okay so so overall general thoughts of the presentation do we like dislike bullish bearish Ejaaz: I i liked it uh i am neutral on whether it's bullish or bearish because and Ejaaz: i explained to you uh before the show started josh that sam not too long ago was promising us AGI. Ejaaz: He was using all the acronyms under the sun to describe this amazing intelligence Ejaaz: that can do anything in the world for you.

Ejaaz: And since then, he's kind of pivoted. He's focused more on applications. Ejaaz: He's sold us to social media apps or to release our sweet go check out that episode that we did. Ejaaz: If you haven't seen it already. And so I'm kind of left feeling like there's Ejaaz: a hole in my stomach that needs to be filled. Ejaaz: This wasn't it. But I'm hoping this is the step towards as something that fills that hole.

Josh: Nice. Okay. For me, it's funny. This might sound ridiculous and I might dislike Josh: this take in hindsight, but it was my favorite presentation that OpenA has ever done. Josh: And this was mostly vibes based. I don't think in terms of actual delivery, Josh: it was anything exceptional. Josh: But the way that they held themselves in the presentation, the look, Josh: the styling, the delivery, the people who they brought on stage, Josh: the examples and how they delivered them.

Josh: It was really this like flawless 60 minute presentation Josh: that was very highly produced looked very refined Josh: they clearly spent a lot of time on it and i just really admire that Josh: relative to a lot of the other presentations that we're seeing where even Josh: like the gpt5 presentation i got bored when they started showing health Josh: demos and stuff and as a non-developer i was engaged and Josh: excited and enthusiastic about this presentation so in terms

Josh: of vibes at least i really appreciated the thought Josh: and care that they put into this and i think that Josh: probably just start wraps this up two other small little noteworthy things Josh: that i just want to drop at the end is that they did release the gpt5 Josh: plus api which means developers can now query the smartest Josh: gpt model that's out there and also sora Josh: 2 so the slop episode that we recorded last week well there's an api which means

Josh: that any developer can reach out to this api and generate a near infinite number Josh: of ai slop or ai beauty depending on how you want to look at it and i'm sure Josh: we'll be seeing a lot more outputs of both of those models in the near future. Ejaaz: But that wraps it up. Sora 2, Sora 2, just before we wrap up, Ejaaz: is number one on the App Store, Josh.

Ejaaz: And if any of you listeners want access to it, because Josh is a hater, Ejaaz: but I'm kind of a lover, if you want invite codes, we both have invite codes. Ejaaz: So comment. We do. I have four left. Give us your hottest take. Ejaaz: Give us your hottest take and we'll drop invite codes in the comments.

Closing Remarks

Josh: Actually, yeah, that's a great incentive. I will. I have four left and I read Josh: every comment. So leave a good one and I'll drop a code in there.

Josh: But yeah, that wraps it up. 20 minutes, you guys. we did it that was good that's Josh: the update that is everything that opening i announced today some noteworthy Josh: some not so noteworthy great time to be a developer let us know what you think Josh: in the comments below thank you for watching as always and we will see you guys in the next one

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