1
00:00:00.628 --> 00:00:01.588
I got to be real with you.
2
00:00:02.028 --> 00:00:16.292
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.
3
00:00:16.612 --> 00:00:17.712
And I don't think that's a stretch.
4
00:00:18.432 --> 00:00:26.834
I think that there were 20 feature launches today, but I think there was probably three or four that are so big
5
00:00:30.935 --> 00:00:55.800
you know use those features and to grab a slice of those billions of dollars of transactions that are going to be happening within the chat cheap t 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 you know if you're new here my name is greg eisenberg i'm the host of the startup ideas podcast i started and sold three venture-backed companies i was an advisor to reddit tiktok
6
00:00:56.460 --> 00:01:03.026
And I come on here because I think that this is an incredible time to be building your ideas.
7
00:01:03.646 --> 00:01:07.970
And I think that in the AJAI, you can use tools like this to go and do that.
8
00:01:08.530 --> 00:01:16.037
So 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.
9
00:01:17.318 --> 00:01:24.863
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.
10
00:01:25.483 --> 00:01:27.184
And I'm just going to cut through the noise.
11
00:01:27.925 --> 00:01:40.093
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.
12
00:01:48.853 --> 00:01:54.820
So yes, like I said, there are 20 plus launches, feature launches today.
13
00:01:55.301 --> 00:02:01.047
The most important ones to me, the ones I think are the most interesting, and I think maybe for you,
14
00:02:04.052 --> 00:02:20.359
is let's start with dots so we have to talk about dots dots is the personal agent platform um and uh it's their you know answer to muse by meta and their answer to instinct and you know what's really cool about it
15
00:02:21.898 --> 00:02:32.481
is they now have this front door where you're going to have access to the 1.2 billion weekly active users.
16
00:02:32.501 --> 00:02:33.862
That's what Sam Altman said today.
17
00:02:35.622 --> 00:02:44.225
So people are going to go and use their personal agent platform, Dots, and they're going to be asking questions.
18
00:02:44.245 --> 00:02:50.507
They're going to say, I need this permit fixed, or I have this request, or I'm looking for a restaurant that serves this.
19
00:02:51.327 --> 00:02:54.729
And ChatGPT is going to understand that job.
20
00:02:55.369 --> 00:03:03.894
And your plugin that you have made, which is essentially like a mini app, is going to get selected for the work.
21
00:03:03.914 --> 00:03:06.235
And we're going to talk about ways to surface that.
22
00:03:06.315 --> 00:03:11.437
But they've basically announced that plugins, they're doubling down on plugins.
23
00:03:12.358 --> 00:03:19.642
I think Sam said something around like, he didn't say it verbatim that it's,
24
00:03:20.583 --> 00:03:21.404
plugins were a failure.
25
00:03:21.424 --> 00:03:22.125
He didn't say that.
26
00:03:22.586 --> 00:03:29.236
But he did say something to the degree, I'm paraphrasing, that they had some mixed reviews on plugins.
27
00:03:29.596 --> 00:03:32.160
They're now doubling down on plugins.
28
00:03:32.381 --> 00:03:34.664
I believe, Sam, that he's going to
29
00:03:36.108 --> 00:03:42.352
like make plugins a thing, and he's going to try to make ChatGPT the app ecosystem for AI.
30
00:03:42.372 --> 00:03:49.396
And that's a huge announcement of today, and we're going to talk about some of the things.
31
00:03:50.097 --> 00:03:51.017
We'll go deeper on that.
32
00:03:51.958 --> 00:04:00.123
So your business, you want your business to go and fix the customer's request, file the permit, if it's an example of like,
33
00:04:00.963 --> 00:04:04.247
a permit company, and then you're going to want to do the result.
34
00:04:04.307 --> 00:04:06.790
So this is the new app ecosystem.
35
00:04:07.030 --> 00:04:09.653
You need to drill this into your brain.
36
00:04:10.273 --> 00:04:15.679
You, you know, have to figure out how you could focus on the right customer, uh,
37
00:04:16.600 --> 00:04:19.403
ChatGPT is going to understand the job, so they're going to do that.
38
00:04:19.423 --> 00:04:26.669
You're going to have to create the right plugin that does the right thing and actually creates a good result.
39
00:04:26.689 --> 00:04:31.173
Because if you can do that, you can be hired before the customer knows your name.
40
00:04:32.134 --> 00:04:35.917
You can have access to the 1.2 billion weekly active users.
41
00:04:36.378 --> 00:04:37.439
And we're talking about...
42
00:04:38.760 --> 00:04:41.862
I said in the intro, billions of dollars of transactions.
43
00:04:41.922 --> 00:04:43.344
I'm even being conservative.
44
00:04:43.444 --> 00:04:54.573
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.
45
00:04:54.973 --> 00:05:02.280
But let's be conservative and say that there are billions of dollars that will be in transaction volume.
46
00:05:03.169 --> 00:05:08.170
So now that we understand that, let's go back to, you know, Dev Day's website.
47
00:05:08.190 --> 00:05:11.391
So you can see here's their personal agent platform.
48
00:05:11.872 --> 00:05:15.273
The other thing that they announced today is Decisions API.
49
00:05:15.293 --> 00:05:19.614
I did a video, I think it was last week on Jev.
50
00:05:21.134 --> 00:05:22.935
And this is their answer to Jev.
51
00:05:23.075 --> 00:05:25.355
So you saw their answer to Muse.
52
00:05:25.395 --> 00:05:26.616
This is their answer to Jev.
53
00:05:27.236 --> 00:05:37.449
Decisions API enables real-time decision-making by focusing Luna's intelligence on a specific set of user-defined questions with finite predefined answers.
54
00:05:37.509 --> 00:05:46.640
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 question.
55
00:05:47.869 --> 00:05:49.429
So it's in limited preview today.
56
00:05:50.550 --> 00:05:51.890
Excited to play around with it.
57
00:05:52.170 --> 00:05:54.691
I've been hooked on Jev.
58
00:05:54.951 --> 00:05:55.651
Hooked on Jev.
59
00:05:55.691 --> 00:06:02.793
I think there's a bunch of use cases for Jev that people are not talking about.
60
00:06:02.813 --> 00:06:05.153
It's underserved.
61
00:06:05.273 --> 00:06:08.214
One that I think is really interesting is just UI design.
62
00:06:08.354 --> 00:06:13.415
How do you use, essentially, Jev is a decisions API.
63
00:06:13.455 --> 00:06:17.016
How do you use a decisions API to get you the most
64
00:06:17.636 --> 00:06:27.220
highly converted converting app store screenshots or direct response websites and apps, things like that.
65
00:06:27.320 --> 00:06:30.221
So there's a ton of opportunity there.
66
00:06:30.962 --> 00:06:39.085
Question here is, will OpenAI's decision API be worse, as good, or better than Jev?
67
00:06:39.405 --> 00:06:43.187
TBD, we will find out really soon, but I think it's worth paying attention to.
68
00:06:43.207 --> 00:06:43.307
Yeah.
69
00:06:44.086 --> 00:06:51.770
The other big launch of today that I think is really interesting is the Agents API is with computer use.
70
00:06:51.790 --> 00:06:58.874
So the Agents API now supports computer use so developers can build agents that interact with software to complete tasks.
71
00:06:58.974 --> 00:07:06.719
It also brings Codex's multi-agent capabilities, tool search, tool calling, and context compaction into your application.
72
00:07:06.879 --> 00:07:12.402
OpenAI runs the underlying infrastructure so your team can focus on building applications.
73
00:07:13.122 --> 00:07:17.986
This, I've talked about this before around like, you know, vertical harnesses.
74
00:07:18.346 --> 00:07:22.590
You can see here OpenAI, it's a managed Conex harness.
75
00:07:22.610 --> 00:07:31.176
So, you know, if you have, you know, great data, if you have a great brand, if you understand a vertical better than other people, you know, there's this.
76
00:07:32.137 --> 00:07:34.338
huge opportunity to build apps.
77
00:07:34.718 --> 00:07:38.459
And that's why I would be playing with the agent API today.
78
00:07:39.239 --> 00:07:46.782
Go and figure out what you can be building, how you can extend yourself, extend your business to this world.
79
00:07:46.862 --> 00:07:49.422
And this is just like a new surface area.
80
00:07:49.442 --> 00:07:52.583
It's like thinking about how you can create AI native apps.
81
00:07:53.524 --> 00:07:55.664
And it's just, I think there's a lot here.
82
00:07:55.744 --> 00:07:57.225
I don't think a lot of people are doing it.
83
00:07:59.285 --> 00:08:01.026
And obviously that excites me.
84
00:08:02.473 --> 00:08:11.239
The other low-key, huge announcement, I don't even know if it's on this page.
85
00:08:11.339 --> 00:08:12.340
That's how low-key it is.
86
00:08:12.380 --> 00:08:15.763
But when I saw it, it sort of blew my mind.
87
00:08:15.823 --> 00:08:28.772
But basically, you can now sign in with your ChatGPT login and use your token allowance and...
88
00:08:29.801 --> 00:08:30.661
on those websites.
89
00:08:31.421 --> 00:08:46.505
This is going to open up thousands of business opportunities in the same way that when Facebook launched their login, it opened up thousands of business opportunities and actually created many billion dollar companies.
90
00:08:47.145 --> 00:08:49.545
Think about Yelp as an example.
91
00:08:49.725 --> 00:08:56.447
I remember when Yelp came out, you can go check out what their early product looked like
92
00:08:57.205 --> 00:09:09.411
multi-billion dollar company that was basically log in with your Facebook and you're going to see local reviews and reviews that your friends have given.
93
00:09:09.651 --> 00:09:12.192
And it had that Facebook graph so it allowed you to do more.
94
00:09:12.853 --> 00:09:14.714
Now, where do I see the opportunity?
95
00:09:14.734 --> 00:09:17.675
We're going to go into depth into this in a bit.
96
00:09:17.755 --> 00:09:23.138
But where I see the opportunity with sign in with ChatGPT is now you can create a free app.
97
00:09:24.112 --> 00:09:25.092
You don't charge people.
98
00:09:25.173 --> 00:09:27.113
So your top of the funnel becomes bigger.
99
00:09:27.354 --> 00:09:28.794
It's connected with your ChatGPT.
100
00:09:29.114 --> 00:09:33.357
And then you can upsell them to other products and services from there.
101
00:09:33.597 --> 00:09:36.378
That is a huge, huge, huge thing.
102
00:09:36.998 --> 00:09:37.919
Let's go back here.
103
00:09:38.619 --> 00:09:42.061
Here's my word dump of ChatGPT login.
104
00:09:42.966 --> 00:09:49.658
I think a lot of people look at AI apps and they're like, do I really want to spend $20 or $30 a month for another AI app?
105
00:09:49.999 --> 00:09:50.640
It's like, no.
106
00:09:51.001 --> 00:09:54.667
You can just sign in with ChatGPT and start using the plan you already have.
107
00:09:55.289 --> 00:09:55.589
So...
108
00:09:56.639 --> 00:10:02.883
I think a lot of people, if you're smart, you create your core app free and then you charge for advanced features.
109
00:10:03.564 --> 00:10:10.028
So you can charge for enterprise stuff, you can charge for sharing with your team, you can charge for more data.
110
00:10:10.308 --> 00:10:13.630
But now you have this opportunity to create the core app for free.
111
00:10:13.990 --> 00:10:17.973
In the past, you couldn't create the core app for free because you were paying for inference, right?
112
00:10:19.674 --> 00:10:22.096
But now you can just focus on...
113
00:10:22.992 --> 00:10:38.651
your business, building the distribution, building the brand, getting the data sets, obviously getting those people from the brand into the app, get them to use the app, and when they start seeing value, upsell them to other things.
114
00:10:39.212 --> 00:10:40.694
A few ideas around...
115
00:10:42.835 --> 00:10:59.364
What you can do with the login, an agent that cleans architectural CAD files, a researcher that monitors one specific scientific field, a Shopify catalog cleanup desktop app, a video production tool built around one repeatable editing workflow.
116
00:10:59.824 --> 00:11:03.487
a contract review tool for one type of franchise agreement.
117
00:11:04.407 --> 00:11:06.229
Basically, what's the opportunity?
118
00:11:07.410 --> 00:11:15.455
These tiny AI categories that weren't viable, weren't economically viable today, as of today, are.
119
00:11:16.036 --> 00:11:28.345
So you want to build these products that are too niche to become major open AI features, but you have enough of an audience that you can charge...
120
00:11:30.107 --> 00:11:34.434
something for upselling and for that workflow.
121
00:11:34.575 --> 00:11:37.059
So I think this is a really big deal.
122
00:11:37.079 --> 00:11:37.139
And
123
00:11:39.735 --> 00:11:41.216
I'm really excited about it.
124
00:11:41.236 --> 00:11:45.077
My mind is going absolutely, I can't stop thinking about it actually.
125
00:11:46.898 --> 00:11:49.339
And now we can focus on selling workflows, right?
126
00:11:49.399 --> 00:11:51.180
Yeah, sell workflows instead of tokens.
127
00:11:51.660 --> 00:11:59.483
So if you're ideating, if you want to build a business in this agentic age, what's some proprietary information that you have?
128
00:12:01.109 --> 00:12:10.280
a specialist workflow, access to outside systems, collaboration and auditability, a network of humans or suppliers, a measurable business result.
129
00:12:10.620 --> 00:12:14.224
These are the things we can focus on and we don't need to really focus on
130
00:12:17.123 --> 00:12:17.703
On tokens.
131
00:12:18.003 --> 00:12:22.604
And I think you're also just going to get a lot more users of your app.
132
00:12:22.724 --> 00:12:23.645
You get their emails.
133
00:12:23.665 --> 00:12:24.905
You might get their phone numbers.
134
00:12:26.625 --> 00:12:28.466
And then you could email them.
135
00:12:28.506 --> 00:12:30.666
You can sell ads in those emails.
136
00:12:30.706 --> 00:12:36.268
There's just so much more that you can do now that I think it's really, really interesting.
137
00:12:36.288 --> 00:12:36.508
Yeah.
138
00:12:36.979 --> 00:12:48.829
I wanted to just talk about the mental model I have of this new world where we have decisions API, we have login with ChatGPT, we have dots, we have the agents API.
139
00:12:49.670 --> 00:12:53.533
How am I thinking about building a business in this world?
140
00:12:54.114 --> 00:12:57.957
To me, it's this four-step framework, trigger, decision, action, and feedback.
141
00:12:57.977 --> 00:12:58.137
Yeah.
142
00:12:58.707 --> 00:13:04.169
So there's going to be a trigger, an invoice becomes due, the inventory runs low, or it's tax time.
143
00:13:04.189 --> 00:13:11.973
Like something happens such that I'm going to ChatGPT and I'm asking for some help or it does it autonomously.
144
00:13:12.693 --> 00:13:13.754
Then there's a decision.
145
00:13:13.814 --> 00:13:16.355
So ChatGPT is like, okay, what should I do next?
146
00:13:17.769 --> 00:13:18.889
Then there's an action.
147
00:13:19.650 --> 00:13:27.195
So there's a correct, there's a submit, there's an ability for an application to do something.
148
00:13:27.696 --> 00:13:29.577
And then there's feedback.
149
00:13:29.677 --> 00:13:30.318
Was it approved?
150
00:13:30.338 --> 00:13:31.158
Was it rejected?
151
00:13:32.720 --> 00:13:36.482
And I think that the strongest businesses are going to own two of three.
152
00:13:36.502 --> 00:13:39.985
So they're going to own trigger, they're going to own action and feedback.
153
00:13:40.025 --> 00:13:46.490
So when you're thinking and you're brainstorming around what you can be building, I would be focused on those three things.
154
00:13:47.297 --> 00:13:57.720
I wanted to give you a couple ideas just to get your creative juices flowing around, okay, what other businesses could you build now that Sam Altman and OpenAI team have launched this?
155
00:13:59.260 --> 00:14:01.401
One is like a real-world API.
156
00:14:01.821 --> 00:14:14.144
So in a world where you're going to have millions of people basically going to dots and asking it for stuff, some of those stuff are going to be digital.
157
00:14:14.164 --> 00:14:16.405
But some of them...
158
00:14:18.148 --> 00:14:19.209
Some of those are going to be digital.
159
00:14:19.369 --> 00:14:21.791
Some of them are going to be structured jobs.
160
00:14:21.871 --> 00:14:29.998
So if you can figure out a way to get vetted specialists in the real world, I think that that's a huge opportunity.
161
00:14:30.038 --> 00:14:34.281
So like permanent expediters, custom brokers, and then you make a transaction fee.
162
00:14:34.301 --> 00:14:34.802
So I think...
163
00:14:35.482 --> 00:14:38.483
My point is there's all this stuff happening in the physical real world.
164
00:14:39.444 --> 00:14:41.404
A lot of people are going to be focusing on the digital stuff.
165
00:14:41.865 --> 00:14:59.971
How can you create real world work APIs in specific niches that you can connect dots or connect chat GPT to real world workers who can finish the last mile of the transaction?
166
00:15:00.271 --> 00:15:01.372
Huge opportunity for,
167
00:15:03.640 --> 00:15:11.726
The second is, who's going to build the analytics and optimization layer for agent discovery?
168
00:15:12.286 --> 00:15:18.030
So I'm not the only one who's thinking about building plugins right now.
169
00:15:18.806 --> 00:15:26.589
At this very moment, there's probably thousands of companies thinking about how the hell do I get surface within dots?
170
00:15:26.989 --> 00:15:27.669
Not just dots.
171
00:15:27.929 --> 00:15:29.250
How do I get surface within Muse?
172
00:15:29.550 --> 00:15:33.891
How do I get surface within Gemini, Google's platform?
173
00:15:34.631 --> 00:15:35.812
I think it's called Spark.
174
00:15:36.765 --> 00:15:39.107
There's all these personal agent platforms.
175
00:15:39.247 --> 00:15:39.688
Instinct.
176
00:15:39.868 --> 00:15:40.849
There's all these platforms.
177
00:15:40.909 --> 00:15:41.469
GrokBot.
178
00:15:41.890 --> 00:15:44.952
How do you get your plugin surface?
179
00:15:45.012 --> 00:15:46.033
Some of these have plugins.
180
00:15:46.053 --> 00:15:47.274
Some of them don't.
181
00:15:48.836 --> 00:15:50.717
But I think eventually they all will.
182
00:15:52.419 --> 00:15:59.225
If you can create an analytics platform that shows... Actually, I have it here.
183
00:15:59.505 --> 00:16:02.007
That generates realistic indirect prompts
184
00:16:02.925 --> 00:16:14.399
which measures which plugin gets selected, which tracks activation share by customer intent, which finds metadata and tool definition problems, which measures whether invocation turns into completion,
185
00:16:15.398 --> 00:16:18.459
test every plugin update, there's a huge opportunity here.
186
00:16:18.559 --> 00:16:24.880
In the same way that in the web era, you had huge companies.
187
00:16:25.140 --> 00:16:29.581
Mixpanel came out, Amplitude came out, Google Analytics was a huge product.
188
00:16:29.641 --> 00:16:35.003
I think there's tons of analytics products that are going to come out around helping you be seen.
189
00:16:35.903 --> 00:16:38.363
You actually saw that with AEO, GEO.
190
00:16:38.383 --> 00:16:43.805
I think Profound raised at a $2 billion valuation or billion-dollar valuation.
191
00:16:45.845 --> 00:17:03.693
large amount i mean you know they deserve it they're they're generating a ton of buzz and and and revenue and they're solving a real problem my point is there who's going to be the profound for this personal agent era huge opportunity i hope someone takes that so um
192
00:17:07.160 --> 00:17:11.102
I'll end with they obviously launched other stuff.
193
00:17:11.462 --> 00:17:20.647
They've obviously launched GPT 6.1 Sol, which was huge, which is obviously a major upgrade to GPT 6, but we kind of expected that.
194
00:17:20.727 --> 00:17:25.249
They obviously launched UltraFast, which is amazing, by the way.
195
00:17:25.269 --> 00:17:27.570
If you haven't tried UltraFast, it's absolutely amazing.
196
00:17:29.131 --> 00:17:31.472
you're going to love it.
197
00:17:31.532 --> 00:17:32.853
It's just way faster.
198
00:17:33.753 --> 00:17:37.075
Of course, it's a lot more tokens, but of course they launched this.
199
00:17:37.135 --> 00:17:48.180
And they obviously launched private intelligence, which I think a lot of companies are scared to use Frontier AI because their data isn't really protected.
200
00:17:48.280 --> 00:17:53.723
So I'm not surprised that they're doing things like that and doing stuff like Codex Security Cloud.
201
00:17:54.223 --> 00:17:57.465
But I think the point of this whole episode was
202
00:17:58.305 --> 00:18:12.354
There's a few main features, decision API, agents API, the login with ChatGPT and dots that I think, you know, if you're listening to this, you're a founder, you're someone who wants to build a company, wants to bet on yourself.
203
00:18:13.595 --> 00:18:16.296
That's going to be huge.
204
00:18:18.808 --> 00:18:25.611
They also launched Spaces, which is basically their version of having cloud slides and docs.
205
00:18:26.091 --> 00:18:29.293
You can bring your AI agent to work with it.
206
00:18:30.954 --> 00:18:33.535
It's cool and it's going to help make people more productive.
207
00:18:35.466 --> 00:18:42.913
For people listening to this, for my people, for the idea junkies, the people who want to build businesses, I thought this would be most interesting to you.
208
00:18:43.313 --> 00:18:43.974
Hope it was.
209
00:18:44.014 --> 00:18:44.934
Let me know if it was.
210
00:18:44.954 --> 00:18:48.918
I read every single YouTube comment.
211
00:18:49.358 --> 00:18:50.680
I reply to a lot of them too.
212
00:18:53.682 --> 00:18:55.164
Have a creative day and I'll see you next time.