OpenAI Event Fails To Boost Participating App Makers As Concerns Remain

Core Insights - The OpenAI DevDay 2025 conference showcased the integration of various software applications with the ChatGPT AI engine, but the stock performance of most pilot partners has declined since the event, with Figma being the notable exception [2][4]. Group 1: OpenAI and Partner Applications - OpenAI highlighted that its partners are creating a new generation of applications that can interact directly within ChatGPT, potentially reaching over 800 million weekly users [3]. - New app makers, including DoorDash, Instacart, Peloton, Target, Tripadvisor, and Uber, are expected to join the program later this year, with OpenAI providing an Apps SDK for development [4]. Group 2: Market Reactions and Analyst Perspectives - Concerns persist among investors regarding how AI services might disrupt the software-as-a-service (SaaS) sector, although the DevDay event provided some reassurance that OpenAI aims to collaborate with developers rather than replace them [5][6]. - Analysts suggest a potential narrative shift from "AI eating software" to "AI enhancing software," indicating that OpenAI's approach may not pose a significant threat to existing software firms [6][7]. Group 3: ChatGPT's Broader Implications - ChatGPT is being viewed as a potential operating system that could disrupt traditional web interactions, posing risks to search engines and app stores by centralizing user activity within its platform [8][9]. - The integration of applications within ChatGPT may commoditize existing apps, particularly those reliant on ad-supported models, as user engagement increasingly occurs within the ChatGPT environment [9].