Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
Chat is Dead!
ChatGPT is preparing for its most significant overhaul since launching in 2022. Just last week, the FT released a bombshell report based on leaks from over ten current and former OpenAI employees.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
chatgpt just hit a massive milestone: 1 billion monthly ACTive users. It achieved this feat in just three years, making it the fastest APP in history. However, despite this success, openai is reportedly ready to kill the chatbot that started it all.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
ChatGPT Doesn't Just Want to Chat Anymore
In the coming weeks, the interface you use every day will change. The clean, minimalist chatbox is being phased out.
Programming tools, Image Generation, and third-party partner integrations (like Canva and booking.com) will move to the forefront. Thibault Sottiaux, OpenAI's Head of Product, stated:
For the past three and a half years, ChatGPT operated on a "you ask, I answer" logic. You type a sentence; it returns text. This logic fueled a疯狂 growth curve:
Nov 2022: Launched, hit 100M users in 2 months (Fastest consumer app ever).
2024: Voice mode, built-in search, and the $200 Pro tier were added.
2025: Codex launched, marking the dawn of the Agent era.
May 2026: 1 billion monthly active users.
Internally, OpenAI believes this curve cannot support a trillion-dollar valuation. The new logic is "you say, I do."
ChatGPT aims to transition from a chat partner to an actionable Agent that books flights, manages schedules, writes code, creates reports, and runs data analysis.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
Alex Embiricos, OpenAI's Head of Enterprise Products, envisions a future where AGI ARRives: "I don't think there will be many different brands. There will probably be one entity you talk to, and it can do anything for you."
Previously, Thibault SottiaUX was the head of Codex. During a May reorganization, he was promoted to lead the entire core product and platform team, overseeing consumer, enterprise, and developer lines.
Nick Turley, who led ChatGPT to 900 million weekly actives, was moved to the enterprise product line. Simply put, the person who built Codex is now running ChatGPT, not the other way around.
As stated in an internal mEMO by Greg Brockman, the focus is on "investing in a unified Agent platform," not just "upgrading ChatGPT."
ChatGPT, Codex, and the Developer API have been merged into one team. A ChatGPT that can't code is just an interface; a Codex without a consumer entry point is just an engineer's tool. They must merge.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
The Real Fight for Distribution Rights
When ChatGPT books a hotel, will it use Booking or Expedia? When it designs a poster, will it use Canva or Figma?
Whoever decides this ranking holds the new generation of traffic distribution rights. OpenAI isn't just building an AI assistant; it's competing for the business of search engines and app stores.
This isn't speculation. OpenAI has started投放 ads to free users within ChatGPT, generating over $100 million in annualized ad revenue in just six weeks.
The true value of a Super App isn't the number of features, but owning the exact moment a user's intent is formed.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
The Growth Data Says it All
The first commercial use case for Agents is coding because code has repositories, tests, PRs, bugs, and delivery cycles—making ROI easy to calculate for enterprises.
Compared to "helping with a marketing idea," fixing bugs, running tests, and writing internal tools are easier to justify on a corporate budget.
After launching its desktop app in February, Codex user numbers skyrocketed:
Feb: 800K
Early Mar: 1.6M
End Apr: 4M
End May: 5M (6x growth)
Currently, 20% of Codex users are non-developers. The growth rate for knowledge workers is over 3x that of developers. OpenAI has already launched vertical-specific plugins for banking, Investment research, sales, and design.
When a "programming tool" starts serving bankers and designers, it stops being just a tool. Codex is becoming an Agent platform for all knowledge work. The ChatGPT chatbox is merely becoming the entry point; the engine running behind it is Agent-based.
The future of ChatGPT is the future of Codex.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
The One Thing OpenAI Feared the Most
The product is being rebuilt, the organization is restructuring, but all of this points to one name.
Of the 1 billion monthly active users, only 50 million pay. The paid rate is less than 5%. The real money comes from 2 million enterprise customers, contributing about 80% of the revenue.
Free users are just the top of the funnel. Recently, OpenAI has been aggressively cutting unprofitable projects (Sora, Checkout, and the Science Research department).
However, the real pressure comes from the company catching up outside.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
On May 28, anthropic announced a $65 billion H-round, reaching a $965 billion valuation. For the first time, Anthropic surpassed OpenAI to become the world's most valuable AI company.
Valuation is just the surface pressure.
Revenue: Anthropic's Annualized Revenue has surpassed OpenAI's. It grew from under $1 billion to over $30 billion in just over a year.
Users: ChatGPT's 1 billion MAU has a 62% growth rate. claude App has 56 million MAU (smaller, but growing at 640%).
Usage: US users with the Claude app have reduced ChatGPT usage time by an aveRAGe of 5%.
Code war: Claude Code holds 54% market share. It has 112K GitHub stars vs. Codex CLI's 74K. Claude Code accounts for ~10% of public GitHub commits (up from 4% in early 2026).
On May 13, the two companies engaged in a textbook battle.
OpenAI offered two months of free Codex to Claude Code enterprise customers. Hours later, Anthropic responded by increasing the Claude Code weekly usage limit by 50%.
OpenAI offered two months of free Codex to Claude Code enterprise customers. Hours later, Anthropic responded by increasing the Claude Code weekly usage limit by 50%.
Jenny Xiao, a former OpenAI researcher and partner at Leonis Capital, noted:
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
Two Trillion-Dollar IPOs: The Race to Wall Street
The convergence ends on Wall Street.
On May 22, OpenAI SECretly filed its S-1招股书 with the SEC. With Goldman Sachs and Morgan Stanley leading, the target valuation is over $1 trillion, aiming for a September上市—the largest tech IPO in history.
For the first time, two AI companies valued close to a trillion dollars are racing to IPO in the Same quarter.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
However, OpenAI's financial story is hard to sell.
With a monthly revenue of ~$2B (annualized $25B), the company loses $1.22 for every $1 earned. The company told investors not to expect positive cash flow before 2030.
Therefore, the "Super App" is OpenAI's only path forward.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
The ChatGPT business model is too thin.
95% of users freemium, and the remaining 5% pay $20/month. This model cannot justify a trillion-dollar valuation.
95% of users freemium, and the remaining 5% pay $20/month. This model cannot justify a trillion-dollar valuation.
However, if ChatGPT becomes an Agent platform, enterprise customers pay for automated workflows, developers pay for API calls, and partners pay for traffic entrances. The 1 billion users become the world's largest sales funnel.
"Chat is dead" might be the brutal truth forced by the IPO countdown.
Chat is Dead! GPT's Biggest Revamp Ever is About "Doing," Not Chatting
The Paradox in the Name
The name ChatGPT contains its own paradox.
G is Generative, P is Pre-trained, T is Transformer. But the word that made it famous is "Chat."
G is Generative, P is Pre-trained, T is Transformer. But the word that made it famous is "Chat."
Chatting. Talking. This interface was simple enough to get 100 million users in three months. Now, OpenAI says chatting is dead; Agents are the future.
When you open something called "ChatGPT" and find it wants you to write code, book hotels, analyze data, and connect to third-party services, you might think, "I just wanted to chat."
Two trillion-dollar IPOs, one in September and one in October.
OpenAI has 1 billion users but suffers from Monetization anxiety. Anthropic has 56 million users but is growing faster than anyone else.
OpenAI has 1 billion users but suffers from Monetization anxiety. Anthropic has 56 million users but is growing faster than anyone else.
Which company will survive as it hopes to? We'll find out in Q4.
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