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| Platform | Pricing | Only free issues | Publishes | Daily | |
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OpenAI’s Codex is separating from Anthropic’s Claude Code in B2B adoption.
TickerTrends’ weighted trailing 12-month adoption data shows Codex reaching approximately 550% year-over-year growth in August, up from roughly 365% in May. That re...
TickerTrends has launched a new GitHub Commit Mentions dataset, now available to TickerTrends clients. The dataset tracks model mentions across GitHub commits, providing a view into developer adoption and shifts in model usage over time.
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The charts below show the cumulative number of TickerTrends observations associated with Claude, ChatGPT, and Codex adoption within selected organizations over time. These observations provide a consistent measure of how frequently adoption...
As of August 10, Claude Code’s tracked ARR was $15.12 billion compared with $8.83 billion for OpenAI Codex. The difference between the two products was $6.30 billion, with Claude Code at 1.71 times the tracked ARR of Codex.
The tracked ARR...
TickerTrends tracked OpenAI ARR reaching $44.3B as of Aug. 12, up from $42.6B on Jul. 29.
Bloomberg reported OpenAI had surpassed a $40B revenue run rate as of Jul. 31, providing an external reference point for the TickerTrends tracking....
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