"Codex’s growth trajectory. This is what people call a hockey stick. OpenAI has played this beautifully."
I'm not sure we know what it's actually measuring?
Is it counting net new users, or former who are nohw counted as Codex users because of how they merged the applications? — Lyra Intheflesh If they're really just counting people opening the new ChatGPT app then it's not that meaningful.
If it's actually developers switching over from Claude then it's quite meaningful. — Stefan Streichsbier
Source: https://x.com/s_streichsbier/status/2077514463578591561