A Code Red Situation and a Triumphant Return
Let me tell you running an AI company is a lot like running a *ahem* specialized business. You hit a snag you declare a 'code red,' you focus and you come out stronger. That's what OpenAI did. They saw Anthropic nipping at their heels and like any good chemist concocted a solution. Now ChatGPT is back bigger and badder exceeding 10% monthly growth. It's about staying ahead of the game understanding the market and knowing when to apply pressure.
Codex: The New Blue Sky
Remember that time I cooked up something so pure so potent that it became the talk of the town? That's Codex. It's OpenAI's coding product and it's growing at an 'insane' rate according to Altman himself. Seems like Anthropic's Claude Code is facing some serious competition. We're talking a 50% growth spurt in a week. Sometimes you just gotta build a better product you know? Speaking of the competition and markets if you are involved in investments or considering a buy back option take a look at UBS Announces Billion Dollar Buyback Amidst Market Caution to get insights on the market.
Advertising: A Necessary Evil
Alright so OpenAI is dipping its toes into advertising within ChatGPT. Look every empire needs resources right? And if that means running ads so be it. But they're doing it smart. Clearly labeled non intrusive and won't influence the 'product'. It's about balance maintaining quality while securing future revenue. They learned from the Super Bowl ads that they called 'deceptive'. That is one of the best ways to learn things in this game.
Fundraising: Building a Heisenberg Level Empire
They're looking to wrap up a $100 billion fundraising round. A hundred *billion*. That's 'empire' territory folks. They're highlighting their strengths: consumers enterprise compute. Classic power play. Securing the resources necessary to dominate the field. Just like I secured my resources you know for my family...
Market Share: Eating the Competition
OpenAI is actively showing investors charts demonstrating how Codex is 'eating into' Claude Code's market share. This is all about positioning strength and leverage. You need to show your investors the value you are bringing to the table and what the market is like. Know your enemy know their market share and eat it.
The Future is Now and It is Made of Science
Like I said this is all about science. It is about the process of doing things building the right product and securing the future. The fact that they are launching a new Codex model GPT 5.3 Codex as well as a stand alone app for users with Apple computers shows that they are thinking long term. Building a solid company that can be around forever. Now that is science.
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