OpenAI DevDay: Dots, Agents & $100B Opportunities

Greg Isenberg (0:00)

I got to be real with you. I didn't think I'd be making this episode of the podcast, but I just watched almost 60 minutes of Sam Altman up on stage, and he launched a few things that I think are going to make people, in aggregate, billions of dollars. And I don't think that's a stretch. I think that there were 20 launches, feature launches today, but I think there was probably three or four that are so big that I think the people that who figure out how to use those features and to grab a slice of those billions of dollars of transactions that are going to be happening within the ChatGPT platform, I think they're going to be able to create some really, really big businesses. So I had to come on here and just break it down for you. If you're new here, my name is Greg Isenberg. I'm the host of The Startup Ideas Podcast. I started and sold three venture-backed companies. I was an advisor to Reddit, TikTok. I come on here because I think that this is an incredible time to be building your ideas. I think that in the age of AI, you can use tools like this to go and do that.

By the end of this episode, you're going to learn about the most important things that happened today that Sam Altman launched at Dev Day 2026 I'm going to give you some ideas and some frameworks for thinking about how you could come up with your own ideas so that you can grab a slice of that pie. And I'm just going to cut through the noise. So by the end of it, I'm just going to really focus on, for people interested in building businesses, making money around AI, this is the episode for you.

So the bit, you know, yes, like I said, there are 20 plus launches, feature launches today. The most important ones to me, the ones I think are the most interesting, and I think, you know, maybe for you, is, let's start with DOTS. So we have to talk about DOTS. DOTS is the personal agent platform.

And it's their, you know, answer to Muse by Meta, and their answer to Instinct. And, you know, what's really cool about it is they now have this, you know, front door where they're, you're going to have access to the 1.2 billion weekly active users. That's what Sam Altman said today.

So, you know, people are going to go and use their personal agent platform, Dots, and they're going to be asking questions, right? They're going to say, I need this permit fixed, or I have this request, or, you know, I'm looking for a restaurant that, you know, serves this. And ChatGPT is going to understand that job. And your plugin that you have made, which is essentially like a mini app, is going to get selected for the work, and we're going to talk about ways to surface that. But they've basically announced that plugins, they're doubling down on plugins. I think Sam said something around, like, you know, he didn't say it verbatim that plugins were a failure. He didn't say that. But he did say, like, something to the degree, I'm paraphrasing, that they had some mixed reviews on plugins. They're now doubling down on plugins. And I believe, Sam, that he's going to, like, make plugins a thing, and he's going to try to make ChatGPT the app ecosystem for AI. So, and that's a huge announcement of today, and we're going to talk about some of the things. We'll go deeper on that. So, your business, you want your business to go in, like, fix the customer's request, file the permit, you know, if it's an example of, like, a permit company, and then you're going to want to do the result. So, this is the new app ecosystem. You need to drill this into your brain. You, you know, have to figure out how you could focus on the right customer. ChatGPT is going to understand the job, so they're going to do that. You're going to have to create the right plug-in that does the right thing and actually creates a growth result. Because if you can do that, you know, you can be hired before the customer knows your name. You can have access to the 1.2 billion weekly active users. And we're talking about, like I said in the intro, billions of dollars of transactions. I'm even being conservative. I don't think it's crazy to say that in 10, 15, 20 years, that there's trillions of dollars of transaction volume happening within personal agent platforms. But let's be conservative and say that there are billions of dollars that will be in transaction volume. So now that we understand that, let's go back to Dev Day's website. So you can see here's their personal agent platform. The other thing that they announced today is Decision API. I did a video, I think it was last week, on Jev. And this is their answer to Jev. So you saw their answer to Muse. This is their answer to Jev. Decisions API enables real-time decision-making by focusing Luna's intelligence on a specific set of user-defined questions with finite predefined answers. So developers supply context using text or images, and they get back answers they can use to classify content, route requests or choose an agent's next action. So it's in limited preview today. Excited to play around with it. I've been hooked on Jev. I think there's a bunch of use cases for Jev that people are not talking about. It's underserved.