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

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 [4][23] - 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 [1][27] - OpenAI introduced several platform-level tools and product updates, including Apps SDK, Agent Kit, and Codex, along with significant upgrades to its model API, including GPT-5 Pro and the video generation model Sora 2 [1][20] Apps SDK - The newly launched Apps SDK allows developers to build applications directly within ChatGPT, creating an ecosystem similar to Apple's App Store [5][11] - This SDK enables developers to connect their data and trigger specific actions, providing a seamless user experience without switching between devices [5][6] - Interactive applications from companies like Booking.com, Expedia, and Spotify have already been launched using this SDK [5][23] Agent Kit - Agent Kit addresses the fragmentation of tools in AI agent development, streamlining the process of creating autonomous task executors [12][15] - It includes three core components: Agent Builder for visual design, ChatKit for customizable chat interfaces, and Evals for performance assessment [13][14] - The tool has demonstrated significant efficiency improvements, allowing complex agents to be built in hours instead of months [17] Codex - Codex has transitioned from research preview to formal release, focusing on enhancing support for enterprise and engineering teams [18] - Key features include integration with Slack, a Codex SDK for embedding intelligent agents, and new management tools for better oversight [18][19] - Codex has processed 40 trillion tokens since its launch, indicating strong market demand [18] Model API Upgrades - The GPT-5 Pro model has been officially released, offering significant improvements in reasoning, code quality, and user experience [21] - Sora 2, the upgraded video generation model, is now available for API preview, allowing developers to integrate advanced video capabilities into their products [21][22] Market Impact - The announcements from OpenAI have led to notable stock price movements for companies like Figma, which saw a peak increase of nearly 16% [23] - The market reaction reflects a broader trend where any association with OpenAI can drive stock prices, reminiscent of past tech market behaviors [26] Hardware Development - OpenAI is collaborating with former Apple designer Jony Ive to develop multiple hardware products aimed at enhancing user experience and emotional well-being [27][28] - The hardware is expected to focus on social effects rather than just efficiency, with designs intended to foster a more positive interaction between users and devices [27][28]