Data-driven Insight on Companies & Consumer Trends, TickerTrends

TickerTrends

Data-driven Insight on Companies & Consumer Trends

Equity Bottom-Up

<ul><li>OpenAI’s Codex is separating from Anthropic’s Claude Code in B2B adoption.</li><li>TickerTrends’ weighted trailing 12-month adoption data shows Codex reaching approximately 550% year-over-year growth in August, up from roughly 365% in May .</li><li>That represents a 183-point increase in its year-over-year adoption rate over the past three months.</li></ul>

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 represents a 183-point increase in its year-over-year adoption rate over the past three months.

Codex Pulls Ahead as B2B Adoption Accelerates

Private Capital Markets

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OpenAI model mentions reached 13K/day, with GPT-5.6 representing 84% of current model-family mentions.
</li>
<li>
GPT-5.6 reached 11K mentions/day, up 119.9% WoW and 300.9% MoM. Within the GPT-5.6 family, Sol leads at 3K/day, increasing 113.4% WoW and 76.5% MoM.
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Meanwhile, older model families have declined, with GPT-5.5 down 72.0% MoM and GPT-5.4 down 49.0% MoM.
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</ul>



OpenAI model mentions reached 13K/day, with GPT-5.6 representing 84% of current model-family mentions.


GPT-5.6 reached 11K mentions/day, up 119.9% WoW and 300.9% MoM. Within the GPT-5.6 family, Sol leads at 3K/day, increasing 113.4% WoW and 76.5% MoM.


Meanwhile, older model families have declined, with GPT-5.5 down 72.0% MoM and GPT-5.4 down 49.0% MoM.



OpenAI and Anthropic Model Usage in GitHub Commits

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul>
<li>"It is so much cheaper to do simulations than real experiments, so much more flexible in testing...we can even do things which cannot be done in any lab… So it’s inevitable this trend will continue for some time." - Richard Hamming, <a href="https://www.amazon.com/Art-Doing-Science-Engineering-Learning/dp/1732265178" target="_blank" rel="noopener">The Art of Doing Science and Engineering</a>.</li>
<li>Richard Hamming said this to the President of Bell Labs in the 1950s. And I think this insight rings more accurate than ever. Simulations of reality are much more flexible and cheaper than observing and interacting with reality.</li>
<li>I will assert that LLMs and “AI” are effectively the logical conclusion of this trend. A large language model is trained on the largest amount of data possible, often the entire crawlable Internet<a href="https://kili-technology.com/large-language-models-llms/9-open-sourced-datasets-for-training-large-language-models" target="_blank" rel="noopener">, all the books ever written, and so much more</a>.</li>
</ul>


"It is so much cheaper to do simulations than real experiments, so much more flexible in testing...we can even do things which cannot be done in any lab… So it’s inevitable this trend will continue for some time." - Richard Hamming, The Art of Doing Science and Engineering.
Richard Hamming said this to the President of Bell Labs in the 1950s. And I think this insight rings more accurate than ever. Simulations of reality are much more flexible and cheaper than observing and interacting with reality.
I will assert that LLMs and “AI” are effectively the logical conclusion of this trend. A large language model is trained on the largest amount of data possible, often the entire crawlable Internet, all the books ever written, and so much more.


<ul>
<li>The charts below show the cumulative number of TickerTrends observations associated with Claude, ChatGPT, and Codex adoption within selected organizations over time.</li>
<li>These observations provide a consistent measure of how frequently adoption evidence is appearing within each company.</li>
<li>Salesforce currently has the largest number of cumulative Claude adoption observations among the organizations shown, reaching 690 observations as of August 21, 2026.</li>
</ul>


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 evidence is appearing within each company.
Salesforce currently has the largest number of cumulative Claude adoption observations among the organizations shown, reaching 690 observations as of August 21, 2026.


Tracking OpenAI and Anthropic Adoption Within Major Enterprises

<ul><li>OpenAI CFO Sarah Friar recently told employees that annualized recurring revenue in July exceeded all of Q2.</li><li>Our latest OpenAI ARR read reached $42.6B on July 29 , up from $37.3B on June 25 and $33.0B on May 30 .</li><li>YoY ARR growth accelerated sharply entering July: May 30: $33.</li></ul>

OpenAI CFO Sarah Friar recently told employees that annualized recurring revenue in July exceeded all of Q2.Our latest OpenAI ARR read reached $42.6B on July 29 , up from $37.3B on June 25 and $33.0B on May 30 .YoY ARR growth accelerated sharply entering July: May 30: $33.

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

Codex Pulls Ahead as B2B Adoption Accelerates

TickerTrends’ weighted trailing 12-month adoption data shows Codex reaching approximately 550% year-over-year growth in August, up from roughly...

TickerTrends

OpenAI and Anthropic Model Usage in GitHub Commits

OpenAI model mentions reached 13K/day, with GPT-5.6 representing 84% of current model-family mentions. GPT-5.6 reached 11K mentions/day,...

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Jensen's World: Compressing Reality

Nvidia is pursuing a strategy of broadening its software distribution on one of the largest installed bases in the world.

Fabricated Knowledge

Tracking OpenAI and Anthropic Adoption Within Major Enterprises

The charts below show the cumulative number of TickerTrends observations associated with Claude, ChatGPT, and Codex adoption within selected...

TickerTrends

OpenAI ARR Growth Accelerated Into July

OpenAI CFO Sarah Friar recently told employees that annualized recurring revenue in July exceeded all of Q2. Our latest OpenAI ARR read reached...

TickerTrends

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