Financial Times · Anthropic · Codex · OpenAI · ChatGPT · Decrypt
OpenAI Wants to Kill the Chatbot It Invented and Turn It Into a Superapp
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★ Tier-1 Source
OpenAI has nearly 1 billion ChatGPT users.
Key facts
- Claude Code crossed $2.5 billion in annualized revenue by early 2026—faster than any enterprise software product before it—and enterprise now accounts for roughly 80% of Anthropic's total sales
- The superapp idea has a model: WeChat, Tencent's everything-app, which started as a messaging platform in 2011 and now handles 45 billion messages a day for 1.4 billion monthly users
- WeChat Pay and Alipay process $40 trillion in annual transactions
- Elon Musk has been chasing that model since he bought Twitter in 2022
Summary
OpenAI may be overhauling ChatGPT into a "superapp" bundling Codex, AI agents, and third-party integrations. The overhaul, internally codenamed "Aria," is aimed at pushing users toward higher-margin products before a Q4 2026 IPO. Codex has grown sixfold to more than 5 million weekly active users since a desktop app launched in February, and most those users pay for the service. The plan, reported by the Financial Times based on interviews with more than a dozen current and former employees, is to turn ChatGPT into a superapp—a single interface for coding, task automation, image generation, and partner apps.