OpenAI is reportedly planning to transform ChatGPT into a "superapp" that bundles Codex, AI agents, and third-party integrations, internally codenamed "Aria." The move aims to convert more of its nearly 1 billion users—most of whom use the free tier—into paying customers before an anticipated Q4 2026 IPO. The Financial Times reports that Codex has grown sixfold to over 5 million weekly active users since a desktop app launched in February, with a majority paying. The superapp concept, inspired by WeChat, would consolidate coding, task automation, image generation, and partner apps into a single interface. OpenAI's annualized revenue has surpassed $20 billion, with business customers contributing 40%. The company faces pressure from Anthropic, whose Claude Code crossed $2.5 billion in annualized revenue by early 2026 and which recently filed for its own IPO. OpenAI filed confidentially for its IPO today, targeting Q4 2026.

Key facts

• OpenAI plans to turn ChatGPT into a superapp bundling Codex and AI agents.
• Internal codename "Aria" aims to convert free users before Q4 2026 IPO.
• Codex grew sixfold to over 5M weekly active users since February.
• OpenAI's annualized revenue exceeds $20 billion, 40% from business.
• Anthropic's Claude Code hit $2.5B annualized revenue and filed for IPO.
• OpenAI confidentially filed for IPO today, targeting Q4 2026.