OpenAI DevDay: Jony Ive says pace of change in AI is 'extraordinary'

That's a wrap on this year's DevDay! Altman and Ive exited the stage, and the attendees are leaving the venue to head outside for a reception.

Thanks for following along with CNBC.

—Ashley Capoot

In closing, Altman asked Ive what he hopes they can get right as the world goes through a "technical revolution."

Ive said he hopes to build tools that "make us happy and fulfilled and more peaceful and less anxious and less disconnected."

—Ashley Capoot

Altman asked Ive if he's encountered any unexpected challenges while building in AI, and Ive chuckled and said, "Yes."

He said the rapid rate of change is "extraordinary," which means that trying to focus can be a challenge.

"From one week to the next, there's something else and then something else," he said.

—Ashley Capoot

Ive said he wants to bring fun back to designing products, while still being mindful about its risks.

"In terms of the devices being designed, in terms of the interfaces we design," Ive said they need to make people smile and not be "just another deeply serious sort of exclusive thing."

—Ashley Capoot

Altman asked Ive how he approaches designing around a totally new idea. Ive, who is largely credited with designing Apple's most iconic products, said "we love our species and we want to be useful."

He said he's a strong believer in the potential of AI.

"I've never in my career come across anything vaguely like the affordance, like the capability that we're now starting to see," Ive said.

—Ashley Capoot

Godement introduced Altman and Ive, who just took the stage. Both men are seated in white chairs with two glasses of water on a side table between them.

Altman is wearing the same blue shirt he had on during the keynote earlier in the day, and Ive is wearing his signature glasses and a blue blazer. Their discussion will not be livestreamed.

--Ashley Capoot

Brockman just shared a post on X teasing Altman's upcoming presentation with Ive, which is slated to begin in just a few minutes.

OpenAI employees are still on stage presenting for the "Developer State of the Union."

—Ashley Capoot

Senior OpenAI employees, including Godement and Huet, are walking through some of this morning's announcements in more detail. This session is more technical than the keynote, and is clearly geared towards the developer community.

—Ashley Capoot

Brockman kicked off the session with a brief introduction, walking through some of OpenAI's history, including a photo of a whiteboard that outlined some of its initial goals. In addition to solving reinforcement learning and unsupervised learning, one of the goals was to "gradually learn really complicated 'things.'"

"We are so excited to shape the future of AI and software engineering together with you, and to share more about how we're all investing in the future the developer tools that we're building," Brockman said.

--Ashley Capoot

The "Developer State of the Union" is about to kick off. Brockman and Godement will speak about how the "developer experience is being rewritten with AI," according to OpenAI.

This session will not be livestreamed, so stay tuned for updates from CNBC.

—Ashley Capoot

OpenAI has been an infrastructure dealmaking blitz, and the company unveiled its latest partnership with AMD earlier on Monday. Even with the massive buildouts planned over the next several years, Altman and Brockman repeatedly suggested that they view compute as a major bottleneck.

"There just simply is not enough, and I think that our ability to build will still fail in comparison to the greater demand," Brockman said in a session with reporters.

--Ashley Capoot

Stocks like Figma, HubSpot and Coursera popped after they were mentioned in OpenAI's DevDay keynote, and Altman said he finds the market's response "strange" during a Q&A with reporters.

Brad Lightcap, OpenAI's chief operating officer, said the market has been reactive in ways that the company did not expect. He said the company is trying to figure out the right way to engage with partners in the ecosystem.

"My view is that everyone is going a little crazy," Lightcap said.

— Ashley Capoot

DevDay attendees grabbed lunch and mingled in the sunshine outside the venue. The temperature has climbed to 75 degrees in San Francisco.

— Ashley Capoot

Following the keynote, Altman told reporters during a Q&A that generating revenue and working toward profitability are currently "not in his top 10 concerns."

He said OpenAI will have to be profitable eventually, but that the company is in "a space of investment and growth."

"We are confident we can build a very profitable model," he said.

Altman made similar comments to CNBC in August, when he said he believes "the rational thing to do is to just be willing to run the loss for quite a while."

— Ashley Capoot

When wrapping up, Altman provided his vision for how AI will change coding from a profession done by large teams to something that individuals can do with the help of ChatGPT.

He finished his spiel even as some of the audience thought the presentation was over and tried to clap.

"We're watching something significant happen," Altman said. "Software used to take months or years to build. You saw that it can take minutes now to build with AI. You don't need a huge team. You need a good idea, and you can just sort of bring it to reality faster than ever before."

— Kif Leswing

Altman announced that Sora 2 is now in the API, and the new developer software is now available to be tested by coders.

Altman described some of the ways developers can use the tools, showing AI-generated videos of dogs frolicking on a beach and a kayaker rowing through a wild river.

"One of the most exciting things that we've been working on is how well this new model can pair sound with visuals, not just speech, but rich soundscapes, ambient audio synchronize effects that are grounded in what you're seeing," Altman said about the Sora 2 developer tools.

The debut of the new tools comes just days after OpenAI released its TikTok-style Sora app, which has garnered much attention for generating numerous videos of copyrighted material.

"People seem to love Sora 2," Altman said. "It's been on the top of the App Store since we launched it, and the creativity that people are demonstrating has been super fun for us to watch."

— Jonathan Vanian

Altman wrapped the keynote, saying, "the goal is to make AI useful to everyone."

"We hope that today gave you a few ideas of new things to build," Altman said.

— Ashley Capoot

As part of OpenAI's Codex demonstration, Romain Huet, head of developer experience, was able to create some impressive software on the fly using his voice.

Huet was able to ask the development environment, using his voice, to display the names of all the attendees, like a credits roll on a movie.

Huet said this means that programmers will be able to reprogram apps in real-time in response to user needs.

"When I asked to create the credits overlay, it was able to go ahead and edit the code inside this React app, reload it, find what it needed to complete the task, and now the credits are rolling," Huet said.

— Kif Leswing

Altman said OpenAI is launching GTP-5 Pro in the API, which was met with applause in the audience. The company is also launching a smaller voice model called gpt-realtime-mini in the API.

"Personally, I think that voice is going to become one of the primary ways that people interact with AI," Altman said.

— Ashley Capoot

Romain Huet, head of developer experience at OpenAI, demoed Codex for the audience. He built controls for a camera that's in the room, and programmed an Xbox controller to do the same.

Huet used his voice as a controller to shine the lights on the crowd.

"So with all that, we took voice, we took a sketch, we took some devices around us, and we turned all of this into workable software, and all of that without writing a single line of code by hand," he said.

— Ashley Capoot

Ahead of a session looking at OpenAI's new coding tools, Altman highlighted a few unexpected users who are using OpenAI to create apps.

He highlighted a 89-year-old Japanese man who has built 11 iPhone apps for elderly users, and medical students at ASU who used ChatGPT to build an app that simulates discussions with patients.

"One of the most exciting things happening with AI is that we're entering a new era with the changes of how software gets written," Altman said. "Anyone with an idea can build apps for themselves."

— Kif Leswing

HubSpot shares jumped nearly 7% after Altman mentioned the enterprise software company during the AI startup's DevDay event.

Altman mentioned HubSpot when speaking about OpenAI's newly released AgentKit software, intended for coders to more quickly create so-called AI agents that can automate certain tasks.

He said HubSpot used the AgentKit software to improve the company's Breeze AI tool that can generate more compelling responses to customer inquiries.

— Jonathan Vanian

Altman announced Codex, OpenAI's software engineering agent, is generally available. The company had launched a research preview of Codex earlier this year.

The announcement was met with applause from the audience.

"It's awesome to see what people are building," Altman said.

— Ashley Capoot

OpenAI's Christina Huang, a member of the company's technical staff, built an AI agent within eight minutes to demo AgentKit to the audience.

The agent was completed with 49 seconds to spare and was live for attendees to use.

"So in just a few minutes, we've designed an agent workflow, visually," Huang said. "We added in some tools and widgets. We previewed it, we deployed it, we tested it, and now you all can use it."

— Ashley Capoot

Developers of apps will soon be able to easily plop in a ChatGPT-powered artificial intelligence chat into their apps or websites, Altman said. The product is called ChatKit.

"You get a simple, embeddable chat interface that you can make your own. You can bring your own brand, your own workflows, whatever makes your own product unique," Altman said.

— Kif Leswing

Altman introduced AgentKit, which is designed to help developers build AI agents and take them from "prototype to production," he said.

"Our hope is that everyone from individual developers to large enterprises will get a lot of value from this," Altman said.

— Ashley Capoot

OpenAI showed a live demo of App SDK, where a user asked ChatGPT to create poster mock-ups for a dog walking business using Canva.

After a couple of minutes, Canva generated four different posters for the business and presented them to the user right within the chatbot.

Users can also ask for follow-up edits and create other forms of media. OpenAI also generated a pitch deck as part of the demo.

— Ashley Capoot

Coursera stock popped over 6% as the company was used as a demonstration of deep integration with ChatGPT.

OpenAI demonstrated using ChatGPT to access a Coursera video inside ChatGPT, and demonstrated how the AI was able to go deeper on some topics in the video.

"Here, ChatGPT responded and explained the instructor's data preparation steps before training a machine learning model, and then it breaks it down a couple times," said Alexi Christakis, a software engineer.

Coursera was founded in 2012 to provide access to computer science courses. Its founders, Daphne Koller and Andrew Ng, are considered to be artificial intelligence luminaries.

— Kif Leswing

Altman introduced App SDK, which will allow users to access apps directly through the company's chatbot, ChatGPT. A user could type in ask the chatbot to create a playlist for a party, for instance, and get recommendations from Spotify.

— Ashley Capoot

Altman opened the session with a few stats — 800 million weekly users, 4 million developers, and 8 billion tokens processed per minute using the company's API.

That user number is up from last month, when OpenAI said it hit 700 million weekly active users.

Over 22,000 people were streaming the announcements on YouTube as it kicked off.

— Kif Leswing

Altman just stepped on stage to kick off the keynote. He was met with a big round of applause from attendees.

— Ashley Capoot

CNBC just sat down ahead of the keynote. Altman's presentation will kick off in a few minutes.

The stream is available on the OpenAI YouTube page.

— Ashley Capoot

Altman's chat with the ex-Apple design chief Ive will be a highly anticipated part of this year's event.

OpenAI rocked the tech sector in May when it announced it would buy Ive's AI devices startup io for about $6.4 billion.

Ive is responsible for designing Apple's most iconic products, including the iPod, iPhone, iPad and MacBook Air. He is now overseeing "deep creative and design responsibilities across OpenAI," according to a blog post.

The company has kept its work with Ive under wraps, but a screen-less hardware device is reportedly in the works, according to several media outlets.

— Ashley Capoot  

Doors to the venue have opened, so CNBC and other attendees are heading inside to get registered and enjoy some breakfast ahead of Altman's keynote.

— Ashley Capoot

It's a crisp 60 degree morning here in San Francisco, and a line is starting to form outside the DevDay venue. Doors open at 8:30 a.m PT.

— Ashley Capoot

Here's what's on the agenda at this year's DevDay.

10 a.m PT: Altman will deliver the opening keynote with Romain Huet, OpenAI's head of developer experience. The pair will share announcements and walk through live demos. This session will be livestreamed.

11:15 a.m. PT: Three different sessions: "Context Engineering & Coding Agents with Cursor," "Orchestrating Agents at Scale" and "OpenAI on OpenAI: Applying AI to Our Own Workflows."

12:00 p.m. PT: Two sessions: "Evals in Action: From Frontier Research to Production Applications" and "Built for SF by SF: AI Solutions Helping Our City Thrive."

12:30 p.m. PT: A session called "Shipping with Codex" will kick off, where four OpenAI employees will discuss how the company's engineers use Codex's coding tools.

12:45 p.m. PT: Attendees can listen to a talk called "Model Behavior: The Science of AI Style."

1:15 p.m. PT: Two different sessions: "AMA: Scaling AI Applications into the Enterprise" and "Live Demo Showcase: Tools That 10x Your Codebase" will kick off.

2:00 p.m. PT: Three different sessions: "Sora, ImageGen, and Codex: The Next Wave of Creative Production," Building with Open Models," and "Measuring Agents with Interactive Evaluations."

3:15 p.m. PT: Brockman and Olivier Godement, OpenAI's head of platform, will give the "Developer State of the Union." The pair will discuss how OpenAI's Codex, gpt-oss and API can help developers build. This talk will not be livestreamed.

4:15 p.m. PT: DevDay will close with a conversation between Altman and Ive, where they will discuss "design process, and what it means to build tools thoughtfully, responsibly, and beautifully," according to OpenAI. This chat will not be livestreamed.

— Ashley Capoot

Early Monday, OpenAI announced a deal with Advanced Micro Devices that sent the chipmaker's stock soaring more than 30%.

OpenAI will deploy 6 gigawatts of AMD's Instinct graphics processing units over several years, the companies said. AMD has also issued OpenAI a warrant for up to 160 million shares of AMD common stock with vesting milestones tied to both deployment volume and AMD's share price.

"We need as much computing power as we can possibly get," OpenAI President Greg Brockman told CNBC in an interview on Monday.

— Ashley Capoot

Altman hyped DevDay 2025 in a post on X, writing in his signature lowercase style.

— Ashley Capoot