Next, I want to discuss more about how we've actually been able to build these incredible new technologies in partnership with OpenAI. And for that, please help me welcome Sam Altman to the stage.
Thanks for coming, Sam.
Well, look, you guys have been doing a lot. The pace of innovation has clearly been incredible, and I mean, I can tell you from my perspective, the rate of change of the models only seems to keep accelerating. You launched GPT-6 in August. How's that been going?
Yeah, the rate of change has been one of the biggest surprises to me this year. I mean, we've talked about how fast it's been going for four years. You know, we launched ChatGPT almost four years ago, and four years ago our models couldn't solve grade school math, and now they're like knocking down the hardest unproven math problems we know of. But the last, say, six months have felt like a very accelerated version even on that time frame. And GPT-6 was one of those moments where I think the models took a step forward all at once, both in terms of their ability to discover new knowledge, to do very hard things, but also for people's ability to work with the models and get substantial pieces of work done at a rate that they never could before. So adoption of GPT-6 has been our strongest adoption by far of any new model, and watching what people are doing with this across, you know, coding, kind of any version of enterprise software you'd like, security, science, like industry after industry, it's really been quite amazing to see.
Yeah, I can tell you from obviously within Oracle, we're a big OpenAI user. We made the decision to roll ChatGPT desktop out to everybody. But what's been surprising to me as well is if you look at, say, code, right, the integration of who now as a developer, like, you know, the vast majority of code, more than 70% of our software these days is written by AI, and that's only accelerating.
Yeah. But in addition to that, like the number of people I go and I talk to who I don't think they could, you know, could not imagine themselves being a developer just a few years ago are out creating entirely new applications, and the joy that they have about being able to actually solve their problems and create has been incredible. I mean, that's a big part of the reason why we focused on building App Composer was we had so many people building these new applications and we needed a secure, you know, controlled way to actually deploy them.
How are you seeing AI change, like, how people think about actually solving their problems and who can do that for themselves?
Yeah, you know, you mentioned that Oracle has rolled this out to everybody at Oracle, and that's been great to see. You all have been some of the most aggressive adopters of this. As we've had this big push into enterprise, there have been a bunch of surprises, but one of them has been watching that when a company does do this all the way across the board rollout, just how much people that did not think of themselves as creating software in the broad sense of like getting a computer to do things that they want to do, how much that sort of spreads quickly throughout a company. And so you see people, they may not describe it as programming. In fact, I kind of think they wouldn't. But the fact that now when they need something, they make an app to just do it. And the way that they interact with their own computer, the way that they create artifacts for other people to interact with for whatever their job function is, that has really changed quite a lot. And you know, like at this point, it's become very trite, but this comment of people saying that I feel twice as productive at the end of 2026 as I did at the beginning of 2025, and that I enjoy my job much more because I'm doing kind of less of the, you know, less of the schlepp.
Yeah. I think, you know, part of what's happening, right, is that, you know, I used to think of myself as having once been a software developer, although it feels like it's been too long now. And what's interesting is that there's this big separation, it feels like, between that creative thing that got me hooked on it, right? I remember being a kid and going, I'm going to learn how to, like, the first time I started programming, it was like I can have an idea and I can make it real. But that creative aspect is very separate from how do I actually instruct this computer to do what I want. And I feel like what's happening right now is that by having AI automate the kind of manual aspect of this activity, it unlocks that creativity to people that for whatever reason weren't necessarily inclined that way naturally, right? One of the most...
I strongly agree with that. It unlocks it in people that maybe weren't as inclined, and for people who are more inclined, it just gives you like much more ability. My experience, my subjective experience now sitting in front of a computer using the latest tools is like I am managing a factory inside of my computer, and I can get things that I don't enjoy doing to be automated. I don't feel like I'm stumbling or waiting or can't figure something out. I feel like I can sort of move from one idea to another pretty continuously and without getting blocked. And even if there's something that I've got like a vague sense for, but I'm not quite sure how to do it, and normally I would like give up on it and not try, the activation energy would just be too high, I am willing to explore these unlikely but sometimes big payoff creative directions. And it feels like, I mean, it kind of feels like the cool thing we were all promised in sci-fi where we're effectively just talking to a computer about our ideas and it's all happening, and we get to be the creative force behind it.
