competitive-analysis

OpenAI announced a $100 per month ChatGPT Pro subscription tier offering five times more Codex usage than its existing $20 Plus plan. The move directly challenges Anthropic's Claude Code, which generated over $2.5 billion in run-rate revenue in February with 100%+ growth since the start of 2026. Codex now has three million weekly active users.

OpenAI has completed pretraining on a new model codenamed 'Spud,' according to an internal memo from CEO Sam Altman reported by The Information. Altman claims the company expects a 'very strong model' within weeks that can 'really accelerate the economy.' To free compute resources, OpenAI will shut down its Sora video generation app.

Meta is testing a shopping research feature within its Meta AI chatbot designed to compete with similar e-commerce tools from OpenAI's ChatGPT and Google's Gemini. The feature represents Meta's effort to expand AI chatbot capabilities beyond conversation into commerce-focused use cases.