Wednesday, March 11, 2026

Inside OpenAI's race to catch up with Claude Code, based on interviews with 30+ sources; a source says Codex had $1B+ in annualized revenue by January's end (Maxwell Zeff/Wired)

Maxwell Zeff / Wired:
Inside OpenAI's race to catch up with Claude Code, based on interviews with 30+ sources; a source says Codex had $1B+ in annualized revenue by January's end  —  Why is the biggest name in AI late to the AI coding revolution?  —  Sam Altman sits with his legs pretzeled in an office chair, staring deeply into the ceiling.



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Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs (South China Morning Post)

South China Morning Post : Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan...