OpenAI's Turnaround: ChatGPT Hits 1B Users, Codex Exceeds 10M
kimmonismus · x · 2026-07-30
The author analyzes the shifting dynamics between OpenAI and Anthropic over the past year. OpenAI previously struggled with the underwhelming GPT-5 launch and benchmark controversies, relying heavily on free users. However, GPT-5.6 and Codex are now performing exceptionally well. OpenAI's CFO recently announced that annualized revenue in July surpassed total Q2 earnings, ChatGPT reached 1 billion users, and Codex topped 10 million.
Conversely, Anthropic, despite earlier enterprise strength, is facing a PR crisis due to its anti-open-source positioning, sentiment shifts around Opus 5, and safety guardrail controversies. The author commends OpenAI for learning from its mistakes and executing a remarkable winning streak.
Related event: ChatGPT Weekly Active Users Nears 1 Billion, 7 Months Behind Schedule(8 posts)→
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