OpenAI DevDay 2025

👋 Good morning or evening, wherever you are. It’s Friday.

On Monday, 1,500 developers will meet at Fort Mason in San Francisco for OpenAI’s biggest DevDay yet. The day opens with Sam Altman’s keynote and ends with a fireside chat with Jony Ive.

Expected highlights include a possible reveal of OpenAI’s AI browser, updates on the Ive-led hardware project, and new demos from Greg Brockman and product leads. Side events include “Sora Cinema” and other AI showcases.

The keynote will be livestreamed at 10 a.m. PT, with other sessions posted later on YouTube.

OK let’s keep going ↓

🔥 Creative pulse

Recap of the 3 AI videos this week:

1. The rise of AI shows (social series). (Lion El Aton)

2. “Thank you for imagining me.” (Thomas Frenk, Eduardo Maluf de Campos, and Yan Dotta)

3. AI blooper reels are getting better. (OpenAI team)

P.S. If you’re passionate about AI creative, join the club. The people inside will pull you higher than you could go alone.

Inside you’ll find filmmakers and festival-recognized directors, Cannes Lions jurors, studio veterans, award-winning creatives from film, gaming, music, and ads, plus early builders of the AI tools shaping the industry.

It’s global, it’s full of ambitious creators, and it’s where the next wave of breakthroughs is happening.

One insight or connection inside could change your life. Join now.

💡 Here’s what you should know

• AI chipmaker Cerebras delays IPO after $1.1B funding

  Despite raising $1.1 billion at an $8.1 billion valuation, Cerebras is holding off on going public while positioning for long-term AI infrastructure demand.

• Jeff Bezos: AI is in a bubble but benefits will be huge

  Bezos warned that today’s AI boom shows classic bubble signs with inflated valuations and indiscriminate funding, but said the technology is real and will transform every industry with massive long-term gains.

• Former Cisco CEO John Chambers warns AI boom mirrors dot-com era

  Chambers says AI is advancing five times faster than the internet, with massive gains ahead but also looming risks including job losses, corporate shakeouts, and a potential bubble for firms unable to turn hype into lasting business advantage.

• AI drives stock market rally in China

  Chinese tech giants like Alibaba and SMIC have surged triple digits this year as AI enthusiasm fuels a broader market rally, lifting the MSCI China Index more than 40% in 2025.

• Hitachi shares jump on OpenAI partnership

  Hitachi stock surged over 10% after announcing a global partnership with OpenAI to build AI infrastructure and data centers, leading gains on Japan’s Nikkei 225.

• Fujitsu expands NVIDIA collaboration on full-stack AI infrastructure

  Fujitsu and NVIDIA will co-develop an AI agent platform and next-gen computing infrastructure that integrates FUJITSU-MONAKA CPUs with NVIDIA GPUs, aiming to accelerate AI adoption across industries like healthcare, manufacturing, and robotics.

• First AI director debuts with Andrea Iervolino’s The Sweet Idleness

  Italian producer Andrea Iervolino unveiled FellinAI, a virtual director behind his new feature, positioning it as a fusion of human guidance and AI creativity while sparking fresh debate over the role of synthetic auteurs in cinema.

• Bollywood AI videos vanish from YouTube after legal fight

  YouTube removed a channel with 16 million views after a Reuters report tied its AI-generated clips of Aishwarya Rai and Abhishek Bachchan to an ongoing court battle over celebrity rights and AI training policies.

• Building AI for cyber defenders

  Anthropic’s Claude Sonnet 4.5 outperforms prior models in detecting and patching vulnerabilities, marking a turning point for AI in cybersecurity defense.

• Meta tracks employee AI use and turns it into a game

  Meta is monitoring staff adoption of AI with dashboards and a gamified program called “Level Up,” aiming for over 75% usage in Reality Labs as Big Tech links AI adoption to productivity and performance.

💰 The numbers

• AI Infrastructure Acquisition Corp., a Jet.AI-backed SPAC focused on AI data centers, priced a $120M IPO on the NYSE under ticker AIIAU.

• Supabase raised $100M at a $5B valuation, marking a 5x step-up in less than a year as its open-source Postgres platform becomes the go-to backend for AI coding tools.

• Ex-Databricks AI chief Naveen Rao is raising $1B at a $5B valuation for Unconventional, an AI hardware startup backed by a16z, Lightspeed, Lux, and Databricks that aims to rethink compute from silicon up.

• CyberCube raised $180M to expand its AI-driven cyber-risk analytics, highlighting strong investor demand for fintech security platforms.

• Einride secured $100M to scale its autonomous electric freight network, extending its push into global logistics with AI-powered trucking.

• Axiom Math raised $64M seed at a ~$300M valuation to build an AI system that can solve proofs, generate conjectures, and extend into fields like cryptography, chip design, and trading.

• Wave Function Ventures launched a $15M debut fund focused on backing deep tech and frontier AI founders at the earliest stages.

🧠 Thought starters

OpenAI has acquired Roi, a personal finance app built on hyper-personalization. The service will shut down October 15, with only CEO Sujith Vishwajith joining the company.

Roi’s core innovation was showing how AI can adapt tone, style, and recommendations to each individual user.

That approach fits with OpenAI’s broader push into consumer products like Pulse, Sora, and Instant Checkout, where personalization is becoming the critical differentiator.

This is the latest in a string of acqui-hires including Context.ai, Crossing Minds, and Alex.

Together they point to a clear strategy:

OpenAI is assembling talent and ideas around personalization and adaptive companions, moving well beyond its API roots into full-stack consumer experiences.

Also, check out Sam’s Sora update:

😂 Meme of the day

Thanks for reading,

Eddie

Join the AI Creative Club (you’ll find me there). It’s not only for artists and filmmakers…it’s for anyone who recognizes this once-in-a-lifetime opportunity to learn as much as you can about AI to multiply your impact...to become superhuman. Remember, creativity is just intelligence having fun. This club is for ultra curious people, and if you’ve made it this far…you’re pretty damn curious and probably the smartest one in your circle of friends. It would be my honor to have you in there.

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