OpenAI要成为“AI版苹果”：ChatGPT直接装App，变身“操作系统”，Agent Kit几分钟开发复杂应用，多款AI硬件正在研发

Core Insights - OpenAI's CEO announced that ChatGPT's weekly active users have surpassed 800 million, doubling from 400 million in February, and the developer community has expanded from 2 million to 4 million [6][3] - The company is transitioning from a "model provider" to a "full-stack AI ecosystem builder," aiming to redefine AI interactions for developers, businesses, and users [3] - OpenAI introduced several platform-level tools and product updates, including Apps SDK, Agent Kit, and Codex, which enhance application development and user experience [3][21] Group 1: User Growth and Ecosystem Development - ChatGPT's weekly active users reached 800 million, a significant increase from 400 million earlier this year [6] - The Apps SDK allows developers to build interactive applications within ChatGPT, creating a closed loop for development, distribution, and monetization [7][8] - Major companies like Booking.com, Expedia, and Spotify have already launched interactive applications on ChatGPT [8] Group 2: Tools for Developers - The Agent Kit aims to streamline AI agent development, addressing issues like fragmented tools and lengthy development processes [11] - Key components of the Agent Kit include Agent Builder, ChatKit, and Evals, which simplify the creation and evaluation of AI agents [13][15] - OpenAI's Codex has transitioned to a formal version, focusing on deep support for enterprise and engineering teams [16][21] Group 3: Model and API Enhancements - The GPT-5 Pro model has been officially released via API, offering significant improvements in reasoning and user experience [21] - Sora 2, an upgraded video generation model, is now available for developers, enhancing the ability to create realistic video content [23] - The integration of Slack and new management tools for Codex aims to improve user interaction and administrative control [21] Group 4: Market Impact and Hardware Development - The announcements from OpenAI have led to notable stock price fluctuations for associated companies, with Figma seeing a peak increase of nearly 16% [25][28] - OpenAI is developing multiple hardware products, with a focus on enhancing user experience rather than just efficiency [30][31] - The design philosophy for the new hardware aims to foster a more positive interaction between users and devices, moving beyond traditional efficiency metrics [30]