OpenAI's Codex grew 20x since August by pivoting from cloud agents to interactive coding

Like, if you look at the the history of codecs, the first thing we launched last year was like this amazing idea that people were super excited about.

38:49 / 39:42

both in positive and negative cycles?

Absolutely. We are very attuned to it. Right? Like, if you look at the the history of codecs, the first thing we launched last year was like this amazing idea that people were super excited about. It's like, hey. We're gonna give the agent its own computer in the cloud. You can have as many of them as you want work for you in parallel on tasks. Super great idea. To be honest, it didn't work as well as what we shipped later. It was not the best. And then since August with g p t five, we started pushing really hard on interactive coding, which is where most of the competition in the market is. You know, we went on an absolute tear. I feel like the public metric we have was, like, since August, we grew by, like, 20 x. And then, like, even, like, late in the year, we, like, doubled from December to now. I forget the exact number there. But, like, that was competing neck and neck. But the the shift that we feel last week is, you know, we we felt like we had the most intelligent model that was cemented with five free codecs.

About this clip

Alex Embiricos reveals how OpenAI's Codex initially struggled with their cloud-based agent approach but found massive success by shifting to interactive coding in August. He shares specific growth metrics including 20x growth since August and doubling from December to now, while explaining how they competed directly with other coding tools.

Why this clip

Shows a candid behind-the-scenes look at a major AI product's pivot strategy with concrete growth numbers rarely shared publicly.

38:49 - 39:4253sfounder story

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