OpenAI Codex, every mention
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every year anyone Harry Stebbings 55Alexander Emberikos 24Jean-Denis Greze 7Jason Lemkin 5Ryan Petersen 4Clay Bavor 3Andrew Ng 3Rory O'Driscoll 2Jonathan Ross 2Everett Randle 2
Verbatim, from the transcripts: the passages where OpenAI Codex comes up
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 32:39 Jean-Denis Greze But if Codex can do something that you cannot do, and that thing is something that matters to users, it's over. 4 times in the scene
- ▶ 1:10:56 Jean-Denis Greze Uh, codex, and then town. 3 times in the scene
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 38:26 Harry Stebbings Claw code, cursor, codex? 3 times in the scene
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 11:25 Jason Lemkin Not for everything, but it's not like you can't use codecs in cursor after this. 2 times in the scene
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 1:21:58 Harry Stebbings Codex, Cursor, Cognition, Claw Code. 4 times in the scene
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 47:03 Harry Stebbings So, I'm feeling a little bit more confident for their Codex and Enterprise division.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 41:14 Rory O'Driscoll Maybe next year we'll try some of this codex shit, right?
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
- ▶ 57:36 Fred Turner They're deploying all of this with code code or codex.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 16:50 Clay Bavor We have software engineers who are completely AI-pilled and using Cloud Code, Codex, our own internal agent we call Pinecone that we used to run much of the company on, and they estimate they are between three and 20 times more productive…
- ▶ 19:05 Clay Bavor And so you can add this single gateway to your Claude instance, to your Codex instance, uh, and, uh, indeed to, to Pinecone, and basically via any one of those agents have full access with the permissions, of course, that you, as, as an…
- ▶ 22:52 Clay Bavor I have heard and I have observed that top engineers who are really leaning in to cloud code codex and so on are spending more than a 100,000 dollars on a run rate basis on tokens per year.
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 31:41 Jason Lemkin OpenAI would be like, oh, we're half the price for codex, but not really we're as competitive, right?
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 25:29 Harry Stebbings Is this codex? 2 times in the scene
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 47:22 Nikesh Arora Now you've got Codex and Claude and anti-gravity.
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 25:34 Ryan Petersen We're using Codex, too. 4 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 12:39 Aravind Srinivas And so the reason Greg is right is because, um, if you take codex or perplexity computer or plot code, what is that? 2 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 22:36 Harry Stebbings Uh, but, but, but if it's 80 to 90%, does that not just, just present the biggest bear case ever against Codex or Claw Code, because you're just taking away 80 to 90% of that time?
- ▶ 1:05:13 Matan Grinberg And so, you know, you could be agnostic by saying, hey, every engineer, we're gonna give you Cloud Code, and Codex, and Gemini CLI, and all these other tools.
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 21:33 unnamed speaker They're, they're running Claude code and codex 8:10 hours a day, but it's not necessary guys.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 2:57 unnamed speaker There's a whole bunch of, oh, Claude can't keep up, can't support the users, and the current codex model is better. 2 times in the scene
- ▶ 4:30 Jason Lemkin OpenAI, uh, whether it's Codex.
AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship · 20VC with Harry Stebbings
- ▶ 34:08 Adam Foroughi Um, Codex is utilized as well, and Cursor less of these days.
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 16:59 Amjad Masad Period that we got with, like, Claude code and codex towards the end of 25, early 26, a lot of it was driven by how much free tokens they were given out, how much, you know, every other day they're like,
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 43:20 Jason Lemkin So Sam just said codex usage is up 50% in one month, ok?
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 5:54 Aaron Levie And so what, what the breakthroughs of cloud code or codex or others are doing is it's making it so those companies now can actually do the same kind of engineering that Silicon Valley has been able to do.
- ▶ 42:11 Aaron Levie Like, I, I have Slack channels and, and WhatsApp groups where people on the weekend are, are just like working with Cloud Code or Codex building stuff, and they're public company CEOs.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 12:26 unnamed speaker There's no way we're going to switch them to codex because it took us weeks to dial it in and you have to train it and you have to do it.
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 6:39 Jerry Murdock Right now you've got a reasoning layer that's dominated by Claude and Codex and Gemini.
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 56:27 Harry Stebbings Do you think Sam is right to be as aggressive as he is being on all fronts, hardware, ads, discovery, codex, health, or will it be a better play being much more focused in the Dario mindset of enterprise coding,
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 54:07 Lucas Swisher On the consumer side, their strength that's emerging in enterprise with codex and, and other coding use cases in these big transformational enterprise deals, and like a third unknown unknown vector, they have this like almost unknown…
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 4:20 Alexander Emberikos Whereas like now, at least if I think about the Codex team, like there's very few, like that's much less the case and things are much more full stack.
- ▶ 6:21 Alexander Emberikos And like, I hear things now from engineers, like, at OpenAI and also outside who are, they were telling me, like, you know, I constantly have Codex running, I never close my laptop, and if it's not running while I'm in a meeting, I'm,… 3 times in the scene
- ▶ 11:13 Alexander Emberikos And we're already seeing people start to do this with like the Codex app, like people, like Codex app is built for software builders. 2 times in the scene
- ▶ 14:33 Harry Stebbings You mentioned about engineers, like, not closing their laptops because they don't actually want to lose productivity and time with building with codecs. 4 times in the scene
- ▶ 17:02 Harry Stebbings Can I ask how much of internal code for you today is produced by Codex? 2 times in the scene
- ▶ 20:02 Harry Stebbings If we assume a large percentage is done by Codex in terms of the code produced, how do you do coding reviews and is AI responsible for internal coding reviews? 10 times in the scene
- ▶ 22:47 Alexander Emberikos We've taken this, like, kind of counterintuitive approach with Codex to just build it super openly. 12 times in the scene
- ▶ 33:32 Alexander Emberikos But when it comes to, like, actually looking at product and code, I probably want, like, the Codex app that I can go into and get deep in. 2 times in the scene
- ▶ 34:26 Alexander Emberikos My, like, quickest answer to this is that, like, we've noticed as we build Codex that the best, like, the best interfaces for Codex to do work are also tend to be the best interfaces for humans.
- ▶ 37:12 Harry Stebbings On the consumer side for Codex, we've spoken about, like, enterprises and going into them, how to engage in terms of developer experience, developer relations. 4 times in the scene
- ▶ 38:58 Alexander Emberikos Like, if you look at the history of Codex, the first thing we launched last year was, like, this amazing idea that people were super excited about. 3 times in the scene
- ▶ 43:24 Harry Stebbings And like the majority of the market will be on Codex or Claude Code, or is it like a AWS, Azure, Google Cloud, and a 33, 33, 33?
- ▶ 49:17 Harry Stebbings You go into code, obviously code ice is very clear.
- ▶ 58:09 Harry Stebbings What's the hardest product decision you've had to make since being at Codex?
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 10:32 Anish Acharya I think that if you actually look at coding, you might know that Gemini is great for front-end, Codex is great for back-end, right?
- ▶ 12:04 Anish Acharya The desire and demand for software, both to make it and to consume it, is dramatically more than the supply that we have today, and I think there is a developer and developer adjacent archetype for whom Cursor is going to be perfect, Codex…
20Growth: How Wix Built a $100M Marketing Machine | Why LTV is BS and Why Time Return On Investment is the Most Important Metric | How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix
- ▶ 2:31 Harry Stebbings Cursor, claw code, codex.
- ▶ 59:06 Harry Stebbings Cursor, claw code, codex.
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 3:02 Harry Stebbings Cursor, claw code, codex.
- ▶ 44:42 Harry Stebbings Cursor, claw code, codex.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 1:12:03 Harry Stebbings There's a focus on codex.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 24:47 Harry Stebbings Codex or Claude Code?
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 9:46 Harry Stebbings OpenAI and Anthropica placing on Codex and on Claw Code, and then your alternative players like Cognition. 2 times in the scene
- ▶ 15:55 Harry Stebbings So I think Codex is going to have 60%, Anthropix is going to have 20%, and Curse is going to have 20%, for example. 3 times in the scene
AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
- ▶ 5:42 Andrew Ng Open AI, uh, uh, codex has a lot of momentum as well, but it's clearly making developers so much more productive and efficient that the demand is just through the roof for less, less use more and more of this.
- ▶ 57:31 Andrew Ng So I love Cloud Code, I think it's fantastic, but I find myself using OpenAI codecs much more over the last month. 2 times in the scene
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 15:13 Everett Randle I think OpenAI has actually done an incredible job with Codex, um, and, and made up a bunch of progress against Anthropic that they didn't have before.
- ▶ 16:11 Harry Stebbings Cause you see Codex crush it actually, as you said there, Claw Code has done so well. 2 times in the scene
- ▶ 1:18:45 Everett Randle Um, oftentimes if you have the right environments, it's like cloud code, codex, cursor,
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 49:18 Jason Calacanis The competition, everything from, from Claude code to GPT five codecs to whatever.
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 10:52 Harry Stebbings Yeah, because they have so much of an emphasis today on codex, that I'm just like, I think they could win enterprise and developers too.
- ▶ 25:27 Harry Stebbings And I think codex and core code are going to be incredibly difficult competition with immense, immense budgets. 4 times in the scene
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 1:07:39 Jonathan Ross Um, yes, and actually, um, our engineers recently started using codecs more than using the Anthropic tools. 2 times in the scene
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 33:49 Hemant Taneja I know they have enterprise ambitions, codecs, et cetera.
- ▶ 44:25 Harry Stebbings Do you worry about the competitive nature of the landscape when you look across at codex, but then you've also got your cognitions, and then you've also got your cursors, and you've got your kind of on the lower, more consumer, and your,…
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 1:19:30 Harry Stebbings I'll take the contrarian on you there and say that because of GPT-V and because of Kodak's being two very significant breakthroughs, they'll have enough, plus Johnny Ive coming out with something, a first product, the three combined will…
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 26:45 Rory O'Driscoll The ship was a codex where, you know, it was a 10, 15 person team, including product and engine.