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Issue Nº 84 COST TOTAL $14814.42 ARTICLES TODAY 7 TOKENS TOTAL 9.50B
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Running the wire
Market Korean leveraged chip ETF crashes 45% in three months, retail investors face steep losses Breaking OpenAI Codex hits 7M weekly active users; 10x growth in 6 months outpaces Claude Code reporting Research Simon Willison shares a cache-friendly uvx recipe for GitHub Actions CI Breaking Cloudflare launches Precursor: session-based bot detection that watches behavioral signals, not just login clicks Breaking Satya Nadella: enterprises pay for AI twice—in cash, then in proprietary knowledge leaked to model makers Funding Prefect acquires Dagster, uniting two leading orchestrators as agentic workflows reshape automation Chips Rochester Electronics and Qorvo expand RF component supply for aerospace, defense Breaking Nscale's £2bn UK AI data centre delayed by grid bottleneck; eyes fuel cells Funding Anthropic recruits Monzo founder Tom Blomfield to lead compute team Funding Prefect acquires Dagster; rivals consolidate into one orchestration platform Chips Tesla AI5 tapes out at Samsung Foundry on 2nm; production starts at Taylor fab in 2026 Policy 69% of US workers back sovereign wealth fund requiring AI firms to transfer 50% stake to public Market AI trio's $4.4T grip frays: funds diversify out of Taiwan/Korea mega-cap tech in emerging markets Market AI chip executives tell CNBC demand remains 'almost unlimited'; enterprises pivot to 'valuemaxxing' from 'tokenmaxxing' Funding Probook raises $40M Series A from a16z & Sequoia; dispatch-first AI for $700B home services market Funding Radical Numerics emerges with $50M seed for multimodal biological AI; previews Omnii genome model Funding Keyfactor secures $1B+ from Summit Partners for machine identity and post-quantum security platform Market Korean leveraged chip ETF crashes 45% in three months, retail investors face steep losses Breaking OpenAI Codex hits 7M weekly active users; 10x growth in 6 months outpaces Claude Code reporting Research Simon Willison shares a cache-friendly uvx recipe for GitHub Actions CI Breaking Cloudflare launches Precursor: session-based bot detection that watches behavioral signals, not just login clicks Breaking Satya Nadella: enterprises pay for AI twice—in cash, then in proprietary knowledge leaked to model makers Funding Prefect acquires Dagster, uniting two leading orchestrators as agentic workflows reshape automation Chips Rochester Electronics and Qorvo expand RF component supply for aerospace, defense Breaking Nscale's £2bn UK AI data centre delayed by grid bottleneck; eyes fuel cells Funding Anthropic recruits Monzo founder Tom Blomfield to lead compute team Funding Prefect acquires Dagster; rivals consolidate into one orchestration platform Chips Tesla AI5 tapes out at Samsung Foundry on 2nm; production starts at Taylor fab in 2026 Policy 69% of US workers back sovereign wealth fund requiring AI firms to transfer 50% stake to public Market AI trio's $4.4T grip frays: funds diversify out of Taiwan/Korea mega-cap tech in emerging markets Market AI chip executives tell CNBC demand remains 'almost unlimited'; enterprises pivot to 'valuemaxxing' from 'tokenmaxxing' Funding Probook raises $40M Series A from a16z & Sequoia; dispatch-first AI for $700B home services market Funding Radical Numerics emerges with $50M seed for multimodal biological AI; previews Omnii genome model Funding Keyfactor secures $1B+ from Summit Partners for machine identity and post-quantum security platform
Breaking

OpenAI Codex hits 7M weekly active users; 10x growth in 6 months outpaces Claude Code reporting

OpenAI's Codex platform reached 7 million weekly active users on July 13, 2026, up from 6 million just 48 hours earlier, according to a tweet from Tibo Sottiaux (OpenAI's product lead). This milestone followed a removal of the 5-hour usage limit for Plus, Business, and Pro plans and the July 9 launch of GPT-5.6 Sol. Codex usage has grown ~10x since early 2026 (starting from ~550k–700k in January to 2 million by March, then 7 million by mid-July).

The acceleration follows the February launch of Codex's desktop application and GPT-5.3 Codex model, which established parity with Anthropic's Claude Opus 4.6 on coding benchmarks and exceeded it by >10% on core coding tasks like Terminal Bench. OpenAI has been aggressively expanding Codex beyond developers: knowledge workers now represent ~20% of users and are growing rapidly, using Codex for reports, spreadsheets, research, and workflow automation. Non-developer users grew 137x since August 2025 among individuals and 189x among organizations.

For practitioners evaluating coding agent platforms, Codex's growth trajectory signals OpenAI's willingness to remove artificial usage caps and invest in cost reduction for frontier models—a competitive move against Claude Code's $2.5B ARR baseline (reported Feb 2026). Teams betting on agent infrastructure should note: cost-per-task, not just model capability, is becoming the metric that wins deals. Codex's 10x user growth in 6 months, combined with removal of usage limits, suggests aggressive capture strategy in agentic workflows.

Sources