Newsletter archive/Briefing

Oct 7, 2025

OpenAI DevDay 2025, Replit’s $3B Rise, & AI’s $5T Bet

Replit hits $3B, AI infra risks $5T bubble, OpenAI launches AgentKit, ChatGPT adds apps & SDK, AMD inks 6GW deal, ChatGPT tops 800M users.

Matthew Berman

OpenAI DevDay 2025, Replit’s $3B Rise, & AI’s $5T Bet