According to a June 7 Financial Times report, OpenAI is planning the most significant product upgrade since ChatGPT launched — completely transforming the chatbot into a "super app," integrating programming tools, AI agents, and third-party services, with the goal of opening a new growth engine before its IPO.
The report, citing more than a dozen current and former employees, reveals that this revamp will significantly elevate the status and resource investment of the programming product Codex, seen as the landing of the internal "Chat is dead, agents are king" consensus. Most of Codex's users are already paying users, with about 2 million enterprise customers currently contributing 40% of the company's revenue, and management expects that proportion to climb to 50% by year-end. Injecting more resources on the Codex side means OpenAI is trying to replicate the "productivity foundation" narrative that Anthropic Claude Code has already established among programmers.
On the product side, OpenAI plans to revamp the ChatGPT website and mobile App interface in the coming weeks: the new prompts and entry points will actively guide users to programming tools, image generation modules, and partner services like Canva and Booking.com. In other words, "conversation" is being repositioned as a traffic-distribution hub, not the product itself.
Strategically, the "super app"-ification has three layers of meaning: first, fighting Anthropic — the latter's offensive on enterprise coding and Agent orchestration has already threatened OpenAI's high-ticket turf, and pushing Codex to the forefront is a necessary defensive counter. Second, raising IPO valuation — at an $850 billion valuation, OpenAI must prove to the capital markets that it is not just a chatbot company, but a one-stop AI operating system. Third, redistributing organizational resources, with priorities from the model team to the product team further tilting toward "task-executable agents." OpenAI did not immediately respond when asked.