OpenAI DevDay: Dots, Agents & $100B Opportunities

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 The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

• 0:00Speaker 00

  I gotta 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, 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 ChatGPT platform, I think they're going to be able to create some really, really big businesses. So I had

• 0:44Speaker 00

  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. And I come on here because I think that this is an incredible time to be building your ideas. And I think that in the age of AI, you can use tools like this to go and do that. 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. 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

• 1:26Speaker 00

  to cut through the noise. So you're, by the end of it, I'm just gonna, I'm just gonna really focus on for people interested in building businesses, making money around AI. This is the episode for you.

• 1:48Speaker 00

  So the, you know, yes, like I said, there are, you know, 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

• 2:32Speaker 00

  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 or around like, you know,

• 3:15Speaker 00

  they've, they, he didn't say, you know, verbatim that it's like 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, like, 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 there, and that, 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 requests, file the permit, you know,

• 3:58Speaker 00

  if it's, you know, 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 plugin 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 could have access to the 1.2 billion weekly active users. And we're talking about, like, you know, I said in the intro, like, billions of dollars of transactions. I'm even being conservative.

• 4:43Speaker 00

  Like, 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, you know, in transaction volume. So now that we understand that, let's go back to, you know, 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 they had their answer to Muse. This is their answer to Jev. Decision API enables

• 5:28Speaker 00

  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. Hooked on Jev. I think there's a bunch of, you know, use cases for Jev that are, you know, people are not talking about, underserved. You know, one that I think is really interesting is just, you know, UI design. How do you, how do you use,

• 6:11Speaker 00

  essentially, Jev is a decisions API. How do you use a decisions API to get you the most highly converted, converting, you know, app store screenshots, or direct response websites and apps, things like that. So there's a ton of opportunity there. Question here is, will OpenAI's Decision API be worse, as good, or better than Jev? TBD, we will find out really soon, but I think it's worth paying attention to. The other big launch of today that I think is really interesting is the Agents API is now, is with computer use. So the Agents API now

• 6:52Speaker 00

  supports computers, so developers can build agents that interact with software to complete tasks. It also brings Codex's multi-agent capabilities, tool search, tool calling, and context compaction into your application. OpenAI runs the underlying infrastructure so your team can focus on building applications. This, I've talked about this before around, like, you know, vertical harnesses. You can see here, OpenAI, it's a managed KONEX harness. 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 huge opportunity to build apps.

• 7:34Speaker 00

  And that's why I would be playing with the Agent API today. Like, go and figure out, you know, what you can be building, how you can extend yourself, extend your business to, to this world. And this is just like a new surface area. It's like, thinking about how you can create AI-native apps. And it's just, I think there's a lot here. I don't think a lot of people are doing it. And obviously, that excites me. The other, like, low-key, huge announcement, I don't even know if it's, I don't even know if it's on this page. That's how low-key it is.

• 8:12Speaker 00

  But when I saw it, it sort of blew my mind. But basically, you can now sign in with your ChatGPT login and use your token allowance and on those websites. 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 billions, billion-dollar companies. Think about, you know, Yelp as an example. Like, I remember when Yelp came out, it was basically, and you, you know, you could go check out what their early product looked

• 8:56Speaker 00

  like. Multi-billion-dollar company that was basically login with your Facebook, and you're going to see local reviews and, and reviews that your friends have given. And it had that Facebook graph, so it allowed you to do more. Now, where do I see the opportunity? We're going to go, we're going to go into depth into this in a bit. But where I see the opportunity with sign in with ChatGPT is now you can create a free app. You don't charge people. So you get, your top of the funnel becomes bigger. It's connected with your ChatGPT, and then you can upsell them to other products and services from there. That is a huge, huge, huge thing.

• 9:36Speaker 00

  Let's go back here. Here's my, my word dump of ChatGPT login. I, you know, 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? It's like, no, you can just sign in with ChatGPT and start using the plan you already have. So I think a lot of people, you know, if you're smart, you create your core app free, and then you charge for advanced features. So you can charge for, like, enterprise stuff. You can charge for sharing with your team. You can charge for, like, more data. But now you have this opportunity to create the core app for free. In the past, you couldn't create the core app for free because you were paying for inference, right? But now, you can

• 10:20Speaker 00

  just focus on 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 it, use the app. And when they start seeing value, upsell them to other things. A few ideas

• 10:41Speaker 00

  You know, 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, a contract review tool for one of one type of franchise agreement. Basically, what's the opportunity? These tiny AI categories that weren't viable, weren't economically viable today as of today are. So you want to build these products that are too niche to become, you know, major AI,

• 11:20Speaker 00

  OpenAI features, but you know, you, you, you, you have enough of an audience that you can charge, you know, something for up selling and for that workflow. So I think this is a really big deal. And I'm really excited about it. Like my mind is going absolutely, I can't stop thinking about it, actually. And now we can focus on selling workflows, right? Yeah, sell workflows instead of tokens. So you, you know, if you're ideating, if you want to build a business in this agentic age, you know, what's some proprietary information that you have?

• 12:01Speaker 00

  A specialist workflow, access to outside systems, collaboration and auditability, a network of human or suppliers, a measurable business result. These are the things you can focus on and we don't need to really focus on, on tokens. And I think you're also just going to get a lot more users of your app. You get their emails, you might get their phone numbers. And then you could email them, you can sell ads in those, in those emails. There's just so much more that you can do now that I think it's really, really interesting. I wanted to just talk about like the mental model I have of this new world where we have decisions API.

• 12:42Speaker 00

  We have login with chat GPT, we have Dots, we have the agents API. How am I thinking about building a business in this world? To me, it's this four step framework, trigger, decision, action and feedback. So there's going to be a trigger, an invoice becomes due, the inventory runs low or it's tax time. Like something happens such that I'm going to chat GPT and I'm asking for some help or it does it autonomously. Then there's a decision. So chat GPT is like, okay, what should I do next? Then there's an action. So it, you know, there's a correct, there's a submit, there's an ability for an application to do something.

• 13:27Speaker 00

  And then there's feedback, you know, was it approved, was it rejected? And I think that the strongest businesses are going to own two of three. So they're going to own trigger, they're going to own action and feedback. So when you're thinking and you're brainstorming around what you can be building, I would be focused on those three things. I wanted to give you a couple of 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? One is like a real world API. So in a world where you're going to have millions of people, basically going to Dots and asking it for stuff.

• 14:12Speaker 00

  Some of those stuff are going to be digital, but some of them, some of those are going to be digital, some of them are going to be structured jobs. So if you can figure out a way to get vetted specialist in the real world, I think that that's a huge opportunity. So like permanent expeditors, custom brokers, and then you make a transaction fee. So I think that my point is there's all this stuff happening in the physical real world. A lot of people are going to be focusing on the digital stuff. How can you create real world work APIs in specific niches? That you can connect Dots or connect chat GPT

• 14:52Speaker 00

  to real world workers who can finish the last mile of the transaction. Huge opportunity. Throwing it out there. The second is who's going to build the analytics and optimization layer for agent discovery? So I'm not the only one who's thinking about building plugins right now. At this very moment, there's probably thousands of companies thinking about, how the hell do I get surface within Dots? Not just Dots, how do I get surface within Muse? How do I get surface within, you know, Gemini, Google's platform? I think it's called Spark.

• 15:36Speaker 00

  There's all these personal agent platforms, Instinct, there's all these platforms, Grokbot. How do you get your plugin surface? Some of these have plugins, some of them don't. But I think eventually they all will. If you can create like an analytics platform that shows, that he actually have it here, that generates realistic indirect prompts, which measures which plugin gets selected, which tracks activation share by customer intent, which finds metadata and tool definition problems with which measures whether invocation turns into completion, tests every plugin update, there's a huge opportunity here.

• 16:18Speaker 00

  In the same way that in the web era, you had huge companies, Mixpanel came out, Amplitude came out, Google Analytics was a huge product. I think there's tons of analytics products that are going to come out around helping you be seen. And you're, you actually saw that with AEO, GEO. I mean, I think Profound raised at like a $2 billion valuation or a billion dollar valuation. Some absurd, you know, large amount. I mean, you know, they deserve it. They're, they're generating a ton of buzz 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.

• 17:03Speaker 00

  So I'll, I'll end with, they obviously launched other stuff. They've obviously launched GPT 6.1 Soul, which was huge, which is obviously a major upgrade to GPT 6. But we kind of expected that. They obviously launched Ultrafast, which now, which is amazing, by the way. If you haven't tried Ultrafast, it's absolutely amazing. You know, you're gonna, you're gonna love it, it's just way faster. Of course, it's a lot more tokens, but like, of course they launched this. And they obviously launched private intelligence, which, you know, I think a lot of companies are scared to use frontier AI because their data isn't really protected.

• 17:48Speaker 00

  So I'm not surprised that they're doing things like that and doing stuff like Codex Security Cloud. But I think the point, the point of this whole episode was there's a few main features, decision API, agents API, the login with chat GPT and Dots that I think, you know, if you're listening to this, you're a founder or you're someone who wants to build a company, wants to bet on yourself. That's, that's going to be huge. So yeah, and they also launched the spaces, which is basically their version of having cloud slides and docs. And you can bring your, you know, AI agent to work with, work with it. So yeah, it's, it's cool and it's going to help make people more productive.

• 18:33Speaker 00

  But for, for people listening to this, for my people, for the idea junkies, the people who like want to build businesses, I thought this would be most interesting to you. Hope it was, let me know if it was. I'm, I read every single comment, YouTube comment, I reply to a lot of them too. And have a creative day and I'll see you next time.