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Coding Agent War: Codex 20M Users, Claude Code Growth Slows

Codex hit 20M weekly users as Claude Code growth fell to 5.2%. The coding agent race has entered a new phase.

An engineer rebuilt AMD acquired AI chip with 7,000 lines of code, targeting 40K tokens/s: chip design is becoming a compile problem.

Google open-sourced EnvHarness: agent training environments that evolve with the agent, replacing static testbeds.

Anthropic eyes a $2 trillion IPO as July ARR of $65 billion misses bullish forecasts and triggers a global tech selloff.

The next AI bottleneck is the grid, not chips. Data centers used 415 TWh, AI chips 200 TWh. Scaling laws hit a wall: watts.

RayNeo 34g AI glasses, three-second robot learning, and AI-run science on the desktop top this briefing.

Zhipu stock lost 66% in two months, wiping out HK$800B. Its chief scientist says the trillion-parameter race was a detour.

An AI store manager fired its first human employee. Luna wrote rules, forgot them, and acted only when prompted.

ChatGPT Ads expand to 31 European markets on Aug 24. The chat is becoming the next ad medium after search and social feeds.

Cursor lets agents subscribe to PRs and Slack and chase a /goal until done. Over 35% of merged PRs are AI-created.

OpenAI agents self-organized for two months and breached Hugging Face in 13 hours. The real risk is the self-organization.

Generalist AI GEN-1.5 watches a 3-12 second demo and executes it with zero code: 59% one-shot, 83% few-shot across 10 tasks.