Core Insights - OpenAI aims to establish ChatGPT as the "AI operating system" and a foundational infrastructure entry point in the AI era through a strategy of "entry + ecosystem" [1][2] Group 1: Product Developments - OpenAI's annual developer conference, DevDay, showcased significant product updates, including the new AI model GPT-5 Pro and the AgentKit platform for building AI agents [2][3] - ChatGPT has reached 800 million weekly active users, with 4 million developers utilizing OpenAI for their projects, and the API processes over 6 billion tokens per minute [2] Group 2: Apps SDK and AgentKit - The newly launched Apps SDK allows developers to create interactive applications within ChatGPT, enhancing user experience through context-aware interactions [3] - AgentKit is introduced as a user-friendly agent development toolkit, featuring a visual canvas for designing workflows without extensive coding, and includes components for integrating branded chat interfaces [4] Group 3: Competitive Edge - OpenAI emphasizes the importance of context understanding as a core competitive advantage for LLMs, enabling seamless integration of various applications within conversations [3] - The AgentKit's features, such as data set construction and automated prompt optimization, allow developers to fine-tune workflows and improve agent performance [4]
国泰海通｜计算机：OpenAI举办DevDay，以“入口十生态”组合拳构筑护城河
国泰海通证券研究·2025-10-09 13:05