AI is moving from chat and web search to delegated work. Why it matters: The frontier AI labs have spent years promising that effective AI agents will act as our minions in the workplace and at home and that might soon be a reality. The big picture: Use of Codex — OpenAI's agentic coding and work platform — is accelerating, according to a new report from OpenAI, Columbia, Duke and the University of Pennsylvania. The researchers separate Codex users into three categories: OpenAI employees, outside organizations and individual users. Then they measured usage of Codex versus ChatGPT, by tokens. - 99.8% of OpenAI employees' output tokens were produced with Codex, compared to 63% for organizations and 16.5% for individuals. - OpenAI's…
IT budgets are getting blown out as some companies increasingly spend more on AI than on employees' salaries. Why it matters: Maybe human labor will be more cost efficient after all. What they're saying: "For my team, the cost of compute is far beyond the costs of the employees," Bryan Catanzaro, vice president of applied deep learning at Nvidia, told Axios. - Uber's chief technology officer already blew through his full 2026 AI budget due to token costs, according to The Information. - Amos Bar-Joseph, CEO of Swan AI, bragged about his Anthropic bill in a viral LinkedIn post , saying "We're building the first autonomous business - scaling with intelligence, not headcount." Zoom out: Worldwide IT spending is expected to reach $6.31…
OpenAI is mobilizing consulting partners and touting its compute edge to claw back enterprise customers from Anthropic, as both labs barrel toward potential IPOs. Why it matters: The outcome of this fight could determine which company hits the public markets with momentum, and which has to explain to investors why it's losing ground. Driving the news: OpenAI is working to take market share from Anthropic's enterprise business. - The AI lab is engaging over half a dozen consulting partners to help enterprises deploy and scale Codex, OpenAI's coding tool. - Partners will get early access to AI tools in hopes that they can help enterprises "rethink their business processes in the age of AI in a different way," chief revenue officer Denise…