TL;DR
At DevDay 2025 OpenAI urged developers to integrate apps with ChatGPT using new toolkits including an Apps SDK and AgentKit. The company also highlighted product additions such as Codex availability, a GPT-5 Pro API, and a small voice model while its reported financial losses remain large.
What happened
At OpenAI DevDay 2025 in San Francisco, CEO Sam Altman presented a suite of developer tools intended to make ChatGPT the routing layer for third‑party applications. OpenAI said four million developers have built with its platform, ChatGPT reaches more than 800 million weekly users, and the API processes over six billion tokens per minute. New releases and updates announced included an Apps SDK for discovery and invocation of apps through ChatGPT, an AgentKit bundle (featuring Agent Builder, Connector Registry and ChatKit) for constructing agent workflows, additional Evals, general availability of Codex, a GPT‑5 Pro API debut, and a compact voice model called gpt‑realtime‑mini. The Apps SDK requires developers to supply app metadata, run an MCP server to communicate with ChatGPT, and register for surfacing; discovery requires user consent. The presentation included vendor examples — Figma was cited in a demo and reportedly saw a short‑term stock movement — and retail use cases such as Albertson’s building agents to diagnose sales dips.
Why it matters
- ChatGPT’s large active user base could direct substantial traffic to integrated apps, changing distribution dynamics for developers.
- By centralizing discovery and invocation through ChatGPT, OpenAI may become a gatekeeper similar to established app stores, introducing new commercial and control tradeoffs.
- AgentKit and low‑code builder tools aim to speed production of automated workflows, potentially reducing time to prototype and deploy agentic applications.
- New model offerings (Codex, GPT‑5 Pro API, gpt‑realtime‑mini) expand developer options for building code, scale, and real‑time voice features.
Key facts
- OpenAI reported that 4 million developers have built with its platform.
- OpenAI said ChatGPT reaches over 800 million weekly users and the API processes more than six billion tokens per minute.
- Announcements at DevDay 2025 included Apps SDK, AgentKit (Agent Builder, Connector Registry, ChatKit), more Evals, general availability of Codex, GPT‑5 Pro API, and gpt‑realtime‑mini.
- Apps SDK lets ChatGPT discover and route a user’s query to registered apps; developers must provide metadata, run an MCP server, and connect that server to ChatGPT to be surfaced.
- App discovery via ChatGPT requires user consent before connecting a new app to a conversation.
- AgentKit includes visual flowcharting for agents and pre‑built connectors for services such as Dropbox, Google Drive, SharePoint and Microsoft Teams.
- OpenAI cited a retail example where an agent was used to investigate a 32% drop in ice cream sales at Albertson’s.
- The Information reported OpenAI revenue of $4.3 billion for H1 2025 and a net loss of $13.5 billion; OpenAI did not confirm those figures when asked.
- A demo mention of Figma during the presentation coincided with a 16% lift in the company’s stock price, according to the coverage.
What to watch next
- Whether integrating with ChatGPT will materially shift app distribution economics and developer revenue — not confirmed in the source.
- How many developers adopt Apps SDK and AgentKit and whether that increases API usage and OpenAI’s revenue — not confirmed in the source.
- Potential regulatory or competitive scrutiny if ChatGPT becomes a dominant routing layer for third‑party apps — not confirmed in the source.
Quick glossary
- Apps SDK: A software development kit that enables apps to be discovered and invoked through the ChatGPT interface by providing metadata and a communication endpoint.
- AgentKit: A collection of tools for building agentic workflows, including visual builders, connector management, and components to link models with data and services.
- MCP server: A server component that handles communication between a developer’s app and ChatGPT for routing, invocation, and data exchange.
- API (Application Programming Interface): A set of rules and endpoints that allow software components to communicate and request services from a platform or model.
- Codex: A model family designed to assist with code generation and developer workflows; OpenAI announced its general availability at DevDay 2025.
Reader FAQ
What does the Apps SDK do?
It lets developers provide metadata and connect an MCP server so ChatGPT can discover and invoke their apps when relevant; discovery requires user consent.
Do developers have to register to be surfaced by ChatGPT?
Yes — apps must be registered and connected via an MCP server for ChatGPT to route queries to them.
Are OpenAI’s reported financial losses confirmed?
The Information reported H1 2025 revenue of $4.3 billion and a net loss of $13.5 billion; OpenAI did not confirm those figures when contacted.
Is GPT‑5 Pro available now?
The company announced the debut of a GPT‑5 Pro API at DevDay 2025.
Will integrating with ChatGPT guarantee app traffic or revenue?
Not confirmed in the source.
AI + ML 6 OpenAI tells developers ChatGPT is ready to be their gatekeeper Integrate your apps via their Apps SDK and maybe they'll send you some business Thomas Claburn…
Sources
- OpenAI tells developers ChatGPT is ready to be their gatekeeper
- Introducing apps in ChatGPT and the new Apps SDK
- OpenAI now accepting ChatGPT app submissions from …
- OpenAI Invites Third-Party Apps On ChatGPT – What It Means
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