Codex hit 7M users with a >10x jump in 6 months, adding 1M in ~24 hours. Without Claude Code usage data, the overtaking question stays unanswered.
Warp's CEO lays out a three-phase model for AI coding, arguing that orchestrated agent factories — not single copilots — are where engineering teams are headed.
Jake Cooper's Railway is processing 100K signups per week and spending over $200K on coding agents monthly as it builds what it calls the agent-native cloud.
Daytona CEO Ivan Burazin explains how the company pivoted from dev environments to agent infrastructure, hitting 74% month-over-month growth with bare-metal sandboxes.
GitHub COO Kyle Daigle lays out how agents are straining GitHub's infrastructure — from AI-generated PRs flooding open source to npm supply chain risks.