The revived Codex has shouldered the hope for OpenAI's IPO.
Summary
OpenAI has pushed rapid, frequent updates to Codex over the past two months, adding plugins, a built-in browser, remote execution, mobile control, access tokens, team plugin sharing, Appshots, and a target mode to better fit enterprise workflows. Those features focus on providing contextual awareness, long-running task execution, integration into CI/automation, and team governance — all aimed at turning developer usage into clear enterprise value. Weekly active users climbed from about 1.6 million to over 4 million in that period, strengthening Codex's case as a revenue-driving product. The article argues Codex is central to OpenAI's IPO narrative because it helps demonstrate a path to profitable enterprise adoption amid competition from Anthropic and concerns about large-model cost structures.