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OpenAI to Expand ChatGPT into a Super-App, Targeting Enterprise Revenue Ahead of Possible IPO

OpenAI plans to transform ChatGPT into a ‘super-app’ by integrating coding tools, AI agents and partner services, aiming to grow revenue from enterprise customers before a potential IPO.

OpenAI to Expand ChatGPT into a Super-App, Targeting Enterprise Revenue Ahead of Possible IPO

OpenAI is preparing the largest overhaul of ChatGPT to date by turning the chatbot into a "super-app" that would integrate coding tools, artificial intelligence agents and partner services, according to reporting based on Financial Times sources.

The structural shift aims to increase revenue ahead of a potential initial public offering by placing greater emphasis on higher-margin enterprise customers and strengthening the company’s position against rival Anthropic. The changes could begin to appear on ChatGPT’s web and mobile interfaces in the coming weeks.

What the new interface would include

Under the plans, ChatGPT’s user interface would be redesigned so that new commands and features steer users directly toward coding tools, image generation and services from partners such as Canva and Booking.com. The Codex coding-assistance product is expected to play a prominent role; most Codex users are paying customers.

Key numbers

ChatGPT now has more than 900 million weekly active users, and paid subscribers have surpassed 50 million. Roughly two million businesses currently account for nearly 40 percent of OpenAI’s revenue; the company expects that share could reach 50 percent by the end of the year.

Relation to IPO plans

Reuters has previously reported that OpenAI is preparing confidential registration documents for a U.S. stock market listing. Chief executive officer Sam Altman has said the company is not rushing the process and will go public only when it makes sense.

Why this matters

Expanding ChatGPT into a super-app would be a strategic move to diversify revenue streams and increase the proportion of enterprise income, while building an ecosystem that could raise barriers for competitors. The ultimate impact will depend on rollout details and how customers adopt the new features.

Details of the planned changes are expected to become visible on ChatGPT interfaces over the next few weeks.


This article does not constitute investment advice or a recommendation.