OpenAI is preparing its largest ChatGPT redesign since the product launched in late 2022, according to a Financial Times report confirmed by Reuters. The company plans to transform ChatGPT from a conversational interface into an agent-first “superapp” that combines coding tools, autonomous agents, and third-party services from partners like Canva and Booking.com.
“Chat is dead,” a senior OpenAI employee told the Financial Times.
What the Overhaul Includes
The redesign will roll out in the coming weeks across ChatGPT’s website and mobile apps. OpenAI plans to add new prompts and features that direct users toward coding, image generation, and partner applications, according to Livemint’s reporting. The company intends to eventually remove those training-wheel prompts as its models learn to anticipate user intent directly.
Thibault Sottiaux, who leads OpenAI’s core product and platform teams, told the FT: “What we’re building towards is where you have your own personal agent that is capable of helping you across everything in your life, be it personally or at work.”
The shift elevates Codex, OpenAI’s AI coding assistant, to a central role. Codex’s user base has grown sixfold to over 5 million weekly users since OpenAI launched a new desktop app in February, per the FT report. The product now has approximately 2 million enterprise users who account for roughly 40% of OpenAI’s revenue. The company projects that share will reach 50% by year-end.
The Strategic Logic
Internally, OpenAI executives view ChatGPT’s nearly one billion users as a gateway to higher-value agent products rather than an end in themselves. The overhaul is part of a broader reorganization led by Fidji Simo, OpenAI’s CEO of Applications, who told employees the company is entering a “refocus” phase that involves cutting side projects.
Alex Embiricos, OpenAI’s head of enterprise product, told the FT that he believes the endpoint is consolidation: “When we have [artificial general intelligence], I don’t think there will be a large number of distinct brands. Probably there will be a single entity that I can talk to that can do whatever I need.”
That vision positions ChatGPT not as a chatbot but as a platform layer, comparable to what WeChat became for mobile services in China.
IPO Timing and the Anthropic Race
The superapp pivot comes as OpenAI prepares its own IPO filing. Anthropic filed a confidential S-1 last week at a reported $965 billion valuation, intensifying the race to public markets. Some industry observers believe OpenAI may have already filed its own paperwork privately, according to India Today.
Sam Altman, speaking to CNBC after Anthropic’s announcement, downplayed the framing: “I think there is a race to deliver the best technology and build the best business. But going public is a financing event, and I don’t think that’s one that we’re focused on the timing of.”
The Platform Play
For agent framework builders and developers, the signal is direct. The company with the largest consumer AI user base is telling investors that the chatbot era is over and the agent era is the revenue model. Codex generating 40% of revenue from 2 million enterprise users, while the remaining 998 million chat users generate the other 60%, makes the unit economics argument clear: agents pay more than chat.
The question is whether an agent superapp controlled by OpenAI compresses the market for independent agent platforms, or whether the shift validates the category broadly enough to lift all frameworks. The rollout timeline of “coming weeks” means the market will have data soon.