OpenAI has kicked off the agent war. (2026 DevDay)

The Kim Dante channel summarizes the OpenAI DevDay announcements and introduces OpenAI's agent (its name is garbled in the captions) as an assistant that carries out missions like Jarvis amid the agent wars. Drawing on demonstrations involving a bug backlog and removing APIs slated to become unused, it explains how the agent performs broad, goal-level tasks rather than following granular instructions, making changes, running tests, and creating PRs. Unlike Meta's B2C approach centered on personal life, it is positioned as an assistant that handles company work. The channel describes real-time calls, app integrations, safeguards such as a 500 dollar spending limit, and its use as a Slack member. It introduces Spaces, a collaboration tool where users can summon agents to work on documents, and says it is available only on plans costing at least 100 dollars, contrasting this with Meta's free distribution. It reports on the value-oriented GPT 6.1 Sol model, Ultra Fast, and a 500 dollar Pro plan, and says OpenAI is raising 30 billion dollars at a valuation of 1.4 trillion dollars, while the higher-tier Astra model remains unreleased due to safety concerns. It says OpenAI's ARR has risen to 70 billion (written as 70 bilnyeon [unclear caption] in the captions), increasing by more than 70 percent since the beginning of quarter 3 and catching up with Anthropic's ARR (shown as 76 without a unit in the captions). It reports that Anthropic's IPO has been postponed from October (month 10) until after the November (month 11) midterm elections, and that Meta's share price rose on DevDay. Citing Anthropic's and Google's agents, it predicts that the war is only beginning. All directional outlooks are the speaker's conditional judgments, not definitive short-term price predictions.