[xiphias2]

Am I the only one here who was amazed by the speed of improvement between 5.2-codex and 5.3-codex?

I feel that Sam is saying what investors want to hear, but the coding work it is capable of and how it improved with using the terminal (TerminalBench) in such a short time is something that I'm sure can't be seen by short term revenue projections. I'm sure the other AI companies are having the same speedups, but it's real.

The usual limit is of course the slop output that is not well modularized that makes it hard to do bigger things, and codex is terrible at refactoring into the right direction (it has no taste).

3x YoY growth in revenue is just not hard to imagine with this kinds of models, I think they have to get out with more expensive parallel working agents and higher-than-pro subscriptions, but it is coming I'm sure.