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OpenAI's internal data shows Codex token usage exploded hardest in Research, Customer Support, and Legal, not Engineering. The real productivity shift inside the lab is autonomous knowledge work, not code generation.
SpaceX's GPU rental business has annualized to roughly $28B, about twice the scale of major neocloud players. The customer it doesn't have tells you more about who controls AI's compute layer than the three it does.
GPT-Realtime-2, OpenAI's first voice model with GPT-5-class reasoning, is now usable in third-party tools with document context attached. It still isn't in the ChatGPT iPhone app. The sequencing tells you who OpenAI thinks matters.
OpenAI shipped Lockdown Mode to ChatGPT this month. It doesn't stop prompt injection. It cuts the exfiltration path the injection needs to pay off, and that trust-boundary move is more honest than any detector.
