2025-10-29 AI Daily: OpenAI's Major Overhaul! Establishing a New Future with Microsoft, Investing a $25 Billion Fund, and Fully Disclosing the AGI Blueprint

October 29, 2025 AI Express: OpenAI completes its corporate restructuring, deepens its partnership with Microsoft, and unveils a stunning AI research roadmap. Meanwhile, Google launches a new AI marketing tool, and PayPal will be directly integrated into ChatGPT, marking a day of dramatic changes in the AI field.

Today, the development of the AI field seems to have been fast-forwarded, especially with OpenAI, which, almost single-handedly, dropped several bombshells that could change the industry landscape. This is not just news; it’s more like a forecast from the future.

From a complete overhaul of its corporate structure to a redefinition of its partnership with Microsoft, and a heart-pounding AGI research roadmap, every piece of news points to a clear direction: they are in a full sprint. Of course, Google hasn’t been idle either, and when PayPal announced its direct integration into ChatGPT, we seemed to witness a brand-new form of future commerce.

So, what does all this mean? Let’s dive in and explore.

OpenAI’s Bombshell: Not Just a Corporate Restructuring, but a “Recalibration of Ideals”

You probably all remember that OpenAI started as a non-profit organization, right? Its mission was to ensure that artificial general intelligence (AGI) benefits all of humanity. Today, the company has once again declared to the world, through a thorough capital restructuring, that they are serious about this mission.

Frankly, this restructuring can be seen as the final chapter of the brief ousting of Sam Altman last year. This is not just an adjustment of corporate governance structure, but more like a profound “recalibration of ideals,” attempting to find a solid balance between “accelerated commercialization” and the “original intention of ensuring human welfare.”

In simple terms, OpenAI’s structure has now become clearer: a non-profit organization called the OpenAI Foundation will have full control over the for-profit OpenAI Group PBC. This is a very clever move. It both appeases the “safety faction” who are worried about AI getting out of control, and gives the commercial company enough space to make money and expand. It’s like installing a perpetually sober “safety driver” in a high-speed racing car.

The more successful OpenAI becomes as a company, the more valuable the equity of the non-profit foundation becomes. After the restructuring, its equity is valued at approximately $130 billion, making it one of the world’s most well-resourced charitable organizations. This money will be used to promote causes that truly benefit all of humanity, with an initial commitment of $25 billion to be invested in health and disease treatment and AI resilience technology solutions.

• Learn more about OpenAI’s new structure: Built to benefit everyone

Meanwhile, as OpenAI’s most important partner, Microsoft has also updated its role in this transformation. The two parties have signed a new definitive agreement, moving their successful partnership into the next chapter. This new agreement is more like a mature conversation between adults. Both sides realize they need each other, but they also need their own space.

In the agreement, Microsoft holds about 27% of OpenAI’s shares and has secured the rights to use the technology before and after the arrival of AGI; OpenAI, on the other hand, has gained more business flexibility, such as the ability to cooperate with third parties and even open-source some models. This relationship has transformed from the initial “exclusive reliance” to a healthier “strategic reciprocity,” which is good for the long-term development of both parties.

• Read Microsoft’s official statement: The next chapter of the Microsoft and OpenAI partnership

OpenAI’s Prophecy of the Future: This is Not a Product Plan, but a “Declaration of War”

If the corporate restructuring was about securing the rear, then the research roadmap announced by Sam Altman and other core members is undoubtedly a charge towards the future. This blueprint is ambitious, and it’s less of a product plan and more of a “declaration of war” on the entire knowledge work system.

When Sam Altman stated the goal of achieving a fully autonomous AI researcher by 2028, he was not just setting an internal goal, but also announcing to the world the amazing speed of AI evolution. This roadmap provides specific timelines:

• Before September 2026: Achieve an “intern-level” AI research assistant.
• Before March 2028: Achieve a “fully autonomous” AI researcher.

The keyword here is “reasoning.” GPT-5 is defined as the first “reasoning flagship,” which means OpenAI’s focus is shifting from “generating content” to “solving problems.” The AI of the future will no longer be just your writing assistant, but may become your mathematician, scientist, and strategist. This also explains why they are no longer fixated on names like GPT-6. When the capabilities of AI are growing continuously and exponentially, defining it by a version number is no longer meaningful. What’s more important is on which tasks it can reach or even surpass top human levels. This roadmap gives us the most concrete glimpse of the possible form of AGI for the first time.

• View the summary of the OpenAI researcher roadmap: OpenAI Update and Q&A Livestream Summary and Livestream

Google’s Pragmatic Counterattack: Blossoming Everywhere, Consolidating Its Position

While OpenAI was stealing the show, Google’s strategy appeared more pragmatic. If OpenAI’s strategy is to “aim high and strike hard,” heading straight for AGI, then Google’s strategy is more like “blossoming everywhere,” integrating AI into various specific application scenarios.

Google Labs has launched an experimental AI marketing tool called Pomelli, targeting the vast group of small and medium-sized enterprises and marketers, solving the very practical pain point of “how to quickly produce effective marketing content.”

• Try Pomelli: Pomelli by Google Labs

Meanwhile, Google announced a 50% price reduction for its Batch API-supported Gemini 2.5 Flash Image. This is a typical “price war” strategy. When the difference in model capabilities is not significant, whoever has the lower cost can attract more developers. Google is leveraging its vast infrastructure advantages to try to win back ground in the developer ecosystem.

In addition, NotebookLM has also launched new Kawaii and Anime style video preview styles, making the note-taking experience more vivid and interesting.

• Related tweet: Google Batch API Update

AI Integration into Life: From Shopping to Memory, a Comprehensive Revolution of Experience

Besides the grand blueprints of the giants, AI is also quietly changing our daily lives, and this often starts with solving the most fundamental problems.

A startup called Mem0.ai has raised $24 million in funding, pointing out a common shortcoming of all current AI models: they have no real “long-term memory.” Every time you talk to ChatGPT, it’s a “brand new it.” Mem0 wants to solve this problem, allowing AI to remember you, understand you, and become a truly personalized intelligent entity. Although this track has just started, it leads to the holy grail of “personalized AGI.”

And the most consumer-facing news today is undoubtedly that PayPal announced its official entry into ChatGPT. This is definitely a milestone event in the history of AI commercialization, marking the official evolution of AI chatbots from an “information tool” to a “trading platform.”

In the past, when you found a product you wanted in ChatGPT, you still had to copy the link, open a browser, and jump to an e-commerce website… the whole process was very fragmented. PayPal’s integration seamlessly embeds the most critical “payment” link into the conversation flow, which means the era of “Conversational Commerce” has truly arrived. In the future, you might just need to say to the AI: “Help me find a pair of running shoes, Nike brand, budget within $100, and check out directly with PayPal and ship to my home.” The entire shopping process is completed in a few sentences. ChatGPT is no longer just a traffic portal; it has become a huge “Super App” in itself.

• News source: CNBC Report on PayPal and OpenAI

In summary, today is undoubtedly OpenAI’s day. From fundamental structural adjustments to a grand blueprint for the future, they have demonstrated the determination and strength to promote the development of AGI. And the dynamics of companies like Microsoft, Google, and PayPal also tell us that the entire AI ecosystem is evolving at an amazing speed. Whether it’s underlying technology, commercial applications, or our daily lives, we will all face profound changes.