Anthropic, a smaller rival started by OpenAI defectors, has found runaway success with its programming agent, Claude Code. The product accounts for nearly a fifth of its business—more than $2.5 billion in annualized revenue, the company said in February. By the end of January, OpenAI’s version, Codex, was bringing in just over $1 billion in annualized revenue, according to a person with direct knowledge of the matter. What gives?
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