Did OpenAI Just Kill a Bunch of Agent Startups? OpenAI DevDay 2025 First Reactions
The AI Daily Brief: Artificial Intelligence News and Analysis
Nathaniel Whittemore
4.7 • 763 Ratings
🗓️ 6 October 2025
⏱️ 19 minutes
🧾️ Download transcript
Summary
Bonus Episode! OpenAI’s 2025 DevDay just redefined the agent landscape — and maybe wiped out a slew of startups in the process? In this instant reaction bonus episode, NLW breaks down the biggest announcements, including the new Agent Kit, Apps SDK, and API updates, and asks whether OpenAI’s latest moves spell the end for companies like Lindy, Zapier, and n8n. Plus, early reactions from the developer community, what these tools really mean for agent adoption, and why the shift from innovation to integration could mark the next phase of AI.
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Transcript
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| 0:00.0 | Today we are doing a rapid reaction post to OpenAI Dev Day, which is ongoing as I'm recording |
| 0:05.1 | this, and asking a bunch of questions with one right at the top of the list, did OpenAI just |
| 0:09.9 | kill a bunch of agent builder startups? |
| 0:18.0 | All right, friends, we are trying something a little bit different today. |
| 0:20.9 | AI has got to be the only field in the world right now, where even with a daily podcast, |
| 0:25.3 | there are some days when I am behind, even with publishing something every 24 hours. |
| 0:30.4 | Luckily, this time I knew that Deb Day was coming up, and so I wanted to use it as a way |
| 0:33.8 | to try something new. |
| 0:35.7 | Tomorrow, I will be doing the full deep dive on everything that was announced, plus getting |
| 0:40.2 | into this big OpenAI AMD deal, which honestly has been talked about as much as anything at Devday |
| 0:45.1 | if not more, plus we'll have the benefit of an overnight of people's reactions and playing |
| 0:49.0 | around with what has been released. But I wanted to do a quick, bonus, rapid reactions type |
| 0:53.2 | of episode to see if that's the type of thing that in the future you would like me to do. So this episode is going to be much more opinionated and just give you my first takes after having just watched the Open AI keynote. If this is something you like, let me know in the comments. My guess is for all of us insane people in AI, more content is more content. But if for some reason you hate it, let me know that as well. All right. So going into Deb Day, we had started to get some rumors about what was coming. Some of it was more hopes and dreams than anything else. But some of it seemed solid. Particularly last night, it seemed like it was pretty clear that we were getting some version of an agent builder. So first, let's talk about what we did not get. We didn't get a new image model. In fact, |
| 1:32.8 | we didn't get any new models in general. Which is not unsurprising. Dev Day in the past hasn't |
| 1:38.0 | been used as a place for new models either. It's really been about tooling around the models that |
| 1:42.5 | makes them more usable. And certainly that's a lot of what we got as well. What we did get was first, a quick update on the status of |
| 1:49.3 | things. Four million developers building with OpenAI, 800 million weekly chat GPT users, 6 billion |
| 1:55.1 | tokens per minute on the API platform. Separately, we also heard that Codex had served 40 trillion |
| 2:00.4 | tokens since its release. |
| 2:02.3 | Now, in terms of big announcements, Sam Altman and the team at OpenAI bunched them into |
| 2:05.9 | four categories. The first was Apps and ChatGPT. The second was Agent Kit. The third was |
| 2:12.5 | some updates for Codex. And the fifth was API updates. The two headliners were definitely apps in chat GPT and agent kit. |
... |
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