OpenAI DevDay: Dots, Agents & $100B Opportunities
Notas del episodio
I watched almost 60 minutes of Sam Altman on stage at OpenAI Dev Day 2026. Out of 20-plus launches, I pick the three or four that I think can make people billions of dollars in aggregate. I break down Dots, OpenAI's personal agent platform, plus the Decisions API, the Agents API with computer use, and Sign in with ChatGPT. I also share my four-step framework for building in this world and two business ideas I hope someone takes. If you want to build a business and make money around AI, this episode is for you.
Timestamps
00:00 – Intro
01:48 – Dots, the Personal Agent Platform
03:29 – OpenAI Doubles Down on Plugins
05:02 – Decisions API
06:43 – Agents API With Computer Use
08:01 – Sign In With ChatGPT
12:36 – Where should you build?
13:46 – Idea: Real-World Work APIs
15:04 – Idea: Analytics for Agent Discovery
17:05 –Closing Thoughts
Key Points
- Dots gives plugin builders a front door to 1.2 billion weekly active users.
- OpenAI is doubling down on plugins to make ChatGPT the app ecosystem for AI.
- Sign in with ChatGPT lets users bring their current plan, so a free core app with paid upsells now works.
- Workflows too niche for OpenAI to build become viable businesses.
- The strongest businesses in this world own the trigger, the action, and the feedback.
- Two open opportunities: real-world work APIs and an analytics layer for agent discovery
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