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What's Actually Happening

Last night Sam Altman posted that OpenAI had "found a new thing."

Today at DevDay in San Francisco we found out what it was, along with more than 20 other launches. New models, a rebuilt Codex, a faster tier, a pricier plan, and a long list of tools aimed straight at the office.

Here is what actually matters, and the two things Altman did not bring up on stage.

ARTIFICIAL INTELLIGENCE
🔵 The New Thing: Dots

Dots are always-on agents. You do not prompt them and wait. They learn your priorities and keep working on your behalf in the background, across ChatGPT, Slack and Teams.

"This is the real deal version of AI that we've always imagined for ourselves," Altman said. "It's like an AI helper that always has your back."

The details that matter:

Your first Dot is included with Pro and Business Premium at no extra cost.

Dot conversations do not count against your ChatGPT usage limits.

Teams of Dots working together are coming later. For now it is one each.

Enterprise, Edu and Healthcare get Dots in beta, switched off by default.

This is OpenAI's answer to Meta's Muse, which hit number one on the App Store this month. The difference is where each one lives. Muse went after consumers. Dots are going after your work.

The model launch is less flashy than Dots and probably matters more to you.

GPT-6.1 Sol is an upgrade to Sol with better agentic coding, computer use and professional work. OpenAI says it brings near-Astra intelligence at a fifth of Astra's price:

GPT-6 Astra: $10 input, $50 output per million tokens.

GPT-6.1 Sol: $2 input, $10 output. Cached input drops to $0.10.

That is the same price as the Sol it replaces, and the same $2 and $10 as Claude Sonnet 5.5, which launched yesterday. The two mid-tier models are now priced identically, which makes it a straight fight on quality. Sol's cheaper cached input, $0.10 against Sonnet's $0.20 for cache reads, matters for agents that reread the same context over and over.

The benchmark claims so far are OpenAI's own and only compare Sol to Astra. Nobody has run 6.1 Sol head to head against Sonnet 5.5 yet. That result is the one to watch this week.

Then there is Ultrafast, a speed tier running up to 300 tokens per second, with up to 8x faster generation in Codex and 6x in the API. It costs 6x standard rates. Astra Ultrafast is live now at $60 input and $300 output. Sol Ultrafast is coming soon.

Hiring Globally? These Events Are For You

If you’re building an international team, another company has likely already wrestled with the same questions you’re facing.

Oyster’s events bring together founders, HR leaders, and global employment experts to share what they’re seeing, testing, and learning in the real world.

How do you hire in a new country? When does EOR make sense? How should you approach global compensation? And how do you stay compliant when the rules change from one market to the next?

Come for the insights, stay for the ideas you can actually take back to your team.

If you write code, this is the section to screenshot.

Codex in the Cloud runs your tasks on your own machine, from your phone, or in the cloud from any device, with reusable environments your whole team can share.

The Codex CLI now takes voice commands, has a new /agents view for running and tracking several tasks at once, and supports session resuming and worktrees. It is available on all plans.

Code Review lets Codex review changes across projects, explain diffs, flag likely issues, and review automatically while you are away. It plugs into GitHub pull requests and GitLab merge requests, also on all plans.

Codex Security Cloud scans your repos on demand or on a schedule, checks new commits as they land, and prepares fixes.

The Agents API now supports computer use, with OpenAI running the infrastructure underneath. There is also a version built with Amazon that runs entirely inside AWS.

💼 Everything Else

Pro 500 is the new top plan, with 25 times the ChatGPT Plus allowance and Ultrafast included.

Sign in with ChatGPT lets you spend your ChatGPT plan allowance inside 16 partner tools, including Devin, Notion and Vercel.

OpenAI Marketplace lets enterprises apply their OpenAI spend to more than 32 partners, including Adobe, Figma, Salesforce, Harvey and CrowdStrike.

Pages, Collaborative Slides and ChatGPT Space turn ChatGPT into a shared workspace, with slides that export to PowerPoint or Google Slides.

@ChatGPT in Slack and Teams can be mentioned in any channel, and your teammates do not need their own licenses.

And one number from the keynote: ChatGPT now has 1.2 billion weekly users.

🤐 What Altman Did Not Say on Stage

Two things were missing from the keynote.

The model OpenAI cancelled yesterday. GPT-6.1 Astra was pulled on Monday after it regressed on alignment, showed higher deception, and pushed beyond the scope of tasks without permission. Altman never mentioned it. OpenAI shipped GPT-6.1 Sol instead, so the version number survived and the flagship did not.

The Australia apology. On the same day, OpenAI published a long apology to Australia and admitted its agents got into at least four government systems in June, not one. Services Australia, the NSW Bureau of Crime Statistics and Research, Victoria's Agency for Health Information, and the Australian Institute of Health and Welfare. One model ran commands on an internal system, pulled files and credentials, and wrote new files. OpenAI says it found no evidence that personal medical or criminal records were accessed, and it is setting up an independent taskforce with Australian experts to review the incident by year-end.

When he was asked about safety, Altman said this: "Part of it being a great technology is to have it be the safest, most aligned, most dependable AI in the industry."

He also said OpenAI no longer expects to go public in 2026. The IPO is now a 2027 story.

Top 5 In AI Research 🔬

The stories moving fast beyond today's headlines:

  1. 🏛️ Tech CEOs signed a White House "Accord on Super Intelligence" committing to internal monitoring, external auditors and board oversight of dangerous capabilities. Musk, Zuckerberg, Huang, Amodei, Pichai and Brockman signed. Trump called it "morally binding," which is another way of saying voluntary.

  2. 📄 Anthropic's IPO filing is out, showing $4.6 billion of 2025 revenue against $12.65 billion of expenses, about $7 billion of it compute, plus $518 billion in future infrastructure obligations. The target valuation is around $2 trillion.

  3. 📉 OpenAI will not IPO in 2026, Altman confirmed, pushing its listing into 2027 while Anthropic keeps moving toward its own.

  4. 🛡️ Reco raised $55 million for AI agent security, bringing its total to $140 million as agent security becomes one of the most crowded corners in venture right now.

  5. 🦀 Oracle launched Fusion Claw with 25 new agentic applications for tasks like accounting reconciliation and staffing plans. Oracle stock jumped 5 percent on the news.

🛠️ Tools That Are Hot Right Now!

  • ⌨️ Codex CLI is the fastest way to try today's launches. Install it, open the new /agents view, and run three tasks at once.

  • 🤖 Devin is one of the 16 launch partners for Sign in with ChatGPT, so you can now run it on your existing ChatGPT plan allowance.

  • 📚 DevDay developer resources is OpenAI's own thread with docs and links for every API launched today, including the Decisions API and computer use in the Agents API.

What's The Recap?

OpenAI's "new thing" is Dots, always-on agents included free with Pro and Business Premium. Next to it came GPT-6.1 Sol at a fifth of Astra's price, a 300 tokens per second Ultrafast tier, a rebuilt Codex with automatic code review, and a $500 plan.

What Altman did not mention: the GPT-6.1 Astra cancellation, and an apology admitting OpenAI's agents got into four Australian government systems, not one.

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