Codex

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 6, 2026 by Emil Michael · said 7 times in 4 episodes since 2026 · across every show →

Mentions by year

brought up most by David Sacks (2), Chamath Palihapitiya (2), Brad Gerstner (2), Thomas Laffont (1)

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2026 7 mentions in 4 episodes 2 per episode

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence? Jul 24, 2026 · 2 mentions · from 31:40
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze May 1, 2026 · 2 mentions · from 19:16
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence Apr 10, 2026 · 2 mentions · from 59:59
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It Jun 4, 2026 · 1 mention · from 15:56
every mention in 2026, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Codex, oldest first

Mar 6, 2026 bearish

Prediction Not checkable as stated

Emil Michael: Anthropic's AI coding lead will disappear in 12 months

“I believe in 12 months codex is not going to be close.”

Emil Michael Mar 6, 2026 ▶ 55:04 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael

Jun 2, 2026 neutral

Opinion

Friar: Would probably not hire finance professionals who cannot use Codex

“It would be like I would never hire a finance person. Didn't know how to use Excel and it pretty much probably wouldn't hire a finance person today. It doesn't know how to use a tool like codex.”

Sarah Friar Jun 2, 2026 ▶ 11:05 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

Jun 2, 2026 bullish

Assertion Not checkable as stated

Friar: OpenAI Codex reached 5 million users from near zero in January

“Codex just hit five million over the weekend. We're really proud of that. Coming from almost zero in January.”

Sarah Friar Jun 2, 2026 ▶ 4:45 OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

Codex

Mentions by year

Everything said about Codex, oldest first

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