Tech
tech

Report: OpenAI tells employees it is growing again, with Codex eating into Claude Code’s market share

The competition between OpenAI and Anthropic continues to intensify. Last night during the Super Bowl, a comedic Anthropic ad poked fun at OpenAI’s plans to add advertisements to ChatGPT, something it says it will not do to its Claude chatbot. And both companies released new models last week with improved coding capabilities.

In case OpenAI employees were beginning to sweat from all the pressure, CEO Sam Altman sought to assure the team that the company has gotten its mojo back.

According a new report from CNBC, Altman told employees in an internal Slack group that the company is “back to exceeding 10% monthly growth” and is seeing “insane” growth in its Codex coding tool.

A chart circulated among OpenAI employees shows that this new tool is winning market share from Claude Code, per a screenshot viewed by CNBC.

Per the report, Altman said another new model was coming this week. The company is reportedly working on what could end being a $100 billion investment round.

In case OpenAI employees were beginning to sweat from all the pressure, CEO Sam Altman sought to assure the team that the company has gotten its mojo back.

According a new report from CNBC, Altman told employees in an internal Slack group that the company is “back to exceeding 10% monthly growth” and is seeing “insane” growth in its Codex coding tool.

A chart circulated among OpenAI employees shows that this new tool is winning market share from Claude Code, per a screenshot viewed by CNBC.

Per the report, Altman said another new model was coming this week. The company is reportedly working on what could end being a $100 billion investment round.

More Tech

See all Tech
mythos robots

Anthropic’s Mythos gets tired, hates bad users, and wants to be thanked

Reminder: these models are not people, they don’t think, and when you close the tab, the model isn’t pondering your last interaction.

Oracle Stock's Rises Sharply After Reporting Ultra High Demand For Cloud Computing Services

Oracle is trying really hard to convince investors it won’t have a debt problem

It’s coming up with new metrics to allay fears about its ballooning capex and debt load.

toy soldier standing with dollar

Welcome to the OpenAI, Anthropic, and Google price wars

It’s the clearest signal yet that AI models are becoming commoditized.

Latest Stories

Sherwood Media, LLC and Chartr Limited produce fresh and unique perspectives on topical financial news and are fully owned subsidiaries of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Money, LLC, Robinhood U.K. Ltd, Robinhood Derivatives, LLC, Robinhood Gold, LLC, Robinhood Asset Management, LLC, Robinhood Credit, Inc., Robinhood Ventures DE, LLC and, where applicable, its managed investment vehicles.