AI Agents Break Out: Codex, Claude Code, and Altman’s Compute Bet
Wednesday, July 29, 2026 · 9 min
OpenAI Codex and ChatGPT Work are already at 10 million users combined, while Claude Code, Sam Altman, Menlo’s Matt Murphy, and Steven Sinofsky sketch the next fight: agentic work, compute buildouts, venture-scale growth, and whether AI needs new rules.
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Show notes
OpenAI Codex and ChatGPT Work are already at 10 million users combined, while Claude Code, Sam Altman, Menlo’s Matt Murphy, and Steven Sinofsky sketch the next fight: agentic work, compute buildouts, venture-scale growth, and whether AI needs new rules.
In this episode
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