Open Source Coding Agent OpenCode Hits 13M MAU and $40M ARR

According to a recent Y Combinator program, the open-source coding agent OpenCode has experienced explosive growth. Positioned as an open-source alternative capable of connecting to any model, it directly competes with Claude Code and Codex. Its active user base and revenue are currently performing strongly, making it a highly anticipated new star in the AI programming track.

Confirmed

Based on information released by YC and President Garry Tan, OpenCode's core data is as follows:

Active Users: Weekly active users reached 4.6 million, and monthly active users reached 13 million.
Revenue Scale: Annual Recurring Revenue (ARR) is approximately $40 million.
Processing Volume: The daily processing volume of tokens has exceeded OpenRouter's daily total (different posts mention two data versions: 3 trillion and 7 trillion tokens).
Open Source Popularity: GitHub Stars have surpassed 169,000.
Growth Rate: Founder Jay V revealed that the product has achieved rapid growth of 20x this year, and this explosion occurred after a conflict with Anthropic.

Why it matters

In the AI programming tools track, closed-source products previously dominated. Relying on the flexibility of being "open-source" and "supporting access to any model," OpenCode has not only captured tens of millions of monthly active users and considerable annualized revenue, but its single-day token processing volume has also surpassed the well-known routing platform OpenRouter, proving strong market demand for open-source, scalable programming Agents.

2026-07-24 ~ 2026-07-25 · 7 related posts

Primary sources

OpenCode says it hit 4.6M weekly users and $40M in annualized revenue — ycombinator · 2026-07-24 22:06 (UTC+08:00)
OpenCode says it hit 13M MAUs and 20× growth after an Anthropic clash — Y Combinator · 2026-07-24 22:00 (UTC+08:00)

[source] OpenCode says it hit 13M MAUs and 20× growth after an Anthropic clash — Y Combinator · 2026-07-24
[source] OpenCode says it hit 4.6M weekly users and $40M in annualized revenue — ycombinator · 2026-07-24
OpenCode says it now processes 7 trillion tokens a day and has $40M ARR — garrytan · 2026-07-24
OpenCode says it hit 13 million monthly users and $40 million ARR — ycombinator · 2026-07-25
OpenCode tops 3T daily tokens, $40M ARR, and 169k GitHub stars in under a year — ycombinator · 2026-07-25
OpenCode hits 13 million monthly users and $40 million in annualized revenue — ycombinator · 2026-07-25

1 near-duplicate retellings: garrytan