I feel like OpenAI has been executing extremely well since it started leaning harder into Codex.

Right now, the people who really see it are power users of AI and software engineers. Most equity investors still don’t seem to get it.

It feels like the calm before the storm. A lot of the groundwork is being laid quietly beneath the surface.

And at least in the country where I live, I can already feel real momentum building around enterprise adoption, both in terms of partnerships and go-to-market structure.