GROWTH, OR GRAVITY?
OpenAI spent the week proving one thing: scale. Investor chatter swirled around a potential $100 billion raise while Sam Altman and CFO Sarah Friar pointed to accelerating usage as evidence that demand is not cooling but compounding. Codex was the poster child. More than one million downloads of the Codex app in its first week and 60 plus per cent growth in overall Codex users framed the narrative. Paid subscribers get the signal behind the spin…
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