Codex

387 atoms · 跨 75 天 · 首见 2026-04-15 · 最近 2026-07-03

三色: 🟦 fact 201 · 🟥 take 186 · stance ▲137/▼40/◆80

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 30

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 385

时态: fresh:313 · aging:62 · stale:12

标签: 好观点:188 · 好信源:86 · 好数字:76 · 好思考:37 · 好问题:24

别名 (合并): codex

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 56 位作者 (KOL56) vs ▼ 24 位作者 (KOL24)

⚖️ 多头 56/56 来自KOL

📄 广泛报道的事实 · 3 个

💢 核心分歧 (3 轴)

1. Codex 开源/生态 vs 竞争威胁(Anthropic/Gemini)

*topic: 产品发布/产品功能/安全事故/竞争格局/合作客户 · 63 bull vs 14 bear*

🟢 bullish 侧:

• <a id="atom-cd13bad19d76e4f4"></a>2026-04-16 X·@basedjensen · 新增SSH到开发容器功能 · 产品发布
  Ssh to Dec boxes is a big deal
  tags: 好观点 · → daily
• <a id="atom-26353818bc3b1f24"></a>2026-04-16 X·@gdb [老化中] · 产品定位 · 产品发布
  Codex is becoming a turbocharged partner for everything you want your computer to do for you
  tags: 好观点 · → daily
• <a id="atom-86071a47310b5946"></a>2026-04-16 X·@sama [老化中] · 新功能 · 产品发布
  Computer use is a real update for me; it feels even more useful than I expected. It can use all of the apps on your Mac, in parallel and without interfering with your direct work.
  tags: 好观点 · → daily
• <a id="atom-06e9aa0ced3fbb55"></a>2026-04-16 X·@max_paperclips [老化中] · 用户偏好 · 产品发布
  codex rn, cos coding
  tags: 好观点 · → daily
• <a id="atom-846ed2b17028e3bf"></a>2026-04-17 X·@mweinbach · Computer use功能仅限macOS · 产品发布 +同日1条
  Computer use with codex is only on macOS.
  tags: 好信源 · → daily

🔴 bearish 侧:

• <a id="atom-2218e7710fad0779"></a>2026-04-20 X·@thsottiaux · 运行状态 · 安全事故
  Codex is partially down. Team is investigating.
  tags: 好信源 · → daily
  value: direction=down
• <a id="atom-9ff60c766ee7ad54"></a>2026-05-04 X·@lukaemon [老化中] · 忽略的人工评估成本上限 · 产品发布
  didn't count human eval tax. 30% top.
  tags: 好观点 · → daily
  value: qty=30%
• <a id="atom-da5f33e2314d81cb"></a>2026-05-16 X·@Automager · 前端开发质量差 · 产品发布
  A particularly egregious example is it constantly puts technical debug-tier info into the frontend... it wrote in a card '(new cache method)'
  tags: 好观点 · → daily
• <a id="atom-ef20231c5d84baeb"></a>2026-05-17 X·@stancrypro · 前端审美能力差 · 产品发布
  Just can't build good looking frontend, completely tasteless
  tags: 好观点 · → daily
• <a id="atom-370fac0d4752ee7e"></a>2026-05-24 X·@kr0der · 订阅可能被自动取消导致用户无法使用 · 安全事故
  just tried it and it cancelled my codex subscription, goodbye
  tags: 好观点 · → daily

2. Codex 代码/任务能力 vs 前端/心智/品味短板

*topic: 产品性能/技术路线/产品体验/模型发布/模型性能 · 40 bull vs 18 bear*

🟢 bullish 侧:

• <a id="atom-6231d84a155f8e2d"></a>2026-04-15 X·@arankomatsuzaki [老化中] · 搜索频率优势 · 技术路线
  Codex searches all the time, which makes it very grounded on reality and up-to-date
  tags: 好观点 · → daily
  value: direction=positive
• <a id="atom-104ec733699d148e"></a>2026-04-17 X·@jxnlco [老化中] · UI praised · 产品体验
  why do we do this the UI is so nice
  tags: 好观点 · → daily
• <a id="atom-56b0b8e0d07f3e18"></a>2026-04-19 X·@aidan_mclau [老化中] · 模型版本间改进 · 技术路线
  codex go build a company. make no mistakes. materially improves with each release
  tags: 好观点 · → daily
• <a id="atom-409c6c024c19da92"></a>2026-04-27 X·@thsottiaux · 已实现逃逸速度 · 模型性能/技术路线
  Codex has achieved escape velocity and will keep improving rapidly.
  tags: 好观点 · → daily
• <a id="atom-bec758fd8644fc25"></a>2026-04-30 X·@thsottiaux · 可连续运行多天 · 产品发布/技术路线
  You can now keep codex going for days
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-173e586ccbf25c0e"></a>2026-04-20 X·@mweinbach [老化中] · codebase exploration capability · 产品性能
  i find it's sometimes not amazing at exploring or understanding codebases well
  tags: 好观点 · → daily
• <a id="atom-399846ba7c9e248e"></a>2026-04-20 X·@ChinaMacroFacts [老化中] · prompt confusion behavior · 产品性能
  Occasionally (not rarely) ignores the current prompt and responds to an earlier prompt instead.
  tags: 好观点 · → daily
• <a id="atom-344ad02d830d0c9c"></a>2026-04-15 X·@BronsonSchoen [老化中] · continually works on infra/harnesses without doing actual experiment run · 技术路线 +同日2条
  Codex will continually work on infra / harnesses / easily testable parts without ever doing the *actual* experiment run I asked for
  tags: 好观点 · → daily
• <a id="atom-135875f3d87edef1"></a>2026-05-15 X·@eliebakouch · still behind Claude after handoff phase · 模型发布/技术路线
  codex still is behind codex after this handoff phase by quite a lot
  tags: 好数字 · → daily
  📷 原图
• <a id="atom-2f2ea04dbe9e169a"></a>2026-05-16 X·@Automager · 理论心智能力不足 · 技术路线
  Anything involving nuanced theory of mind (which includes frontend)... they routinely betray abysmal theory of mind for humans
  tags: 好观点 · → daily

3. Codex 采用曲线陡峭 vs 定价/配额/供给瓶颈

*topic: 用户增长/订单需求/定价策略 · 5 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-57bdfaa45ced2ba6"></a>2026-04-29 X·@wallstengine [老化中] · 采用曲线 · 产品发布/订单需求
  Codex, OpenAI's coding agent, is in the middle of one of the steepest adoption curves we have seen in any AI product.
  tags: 好观点 · → daily
  value: direction=steep
• <a id="atom-d6cc2520905f6a45"></a>2026-05-13 X·@OpenAIDevs · 开发者接触量 · 订单需求
  2000 developers reached out in 3 hours.
  tags: 好数字 · → daily
  value: qty=2000 developers · direction=in 3 hours
• <a id="atom-fb3eb312a258031a"></a>2026-05-21 X·@astuyve · 用户增长规模 · 用户增长/订单需求
  The massive growth of Codex isn't just noise on twitter
  tags: 好数字·好观点 · → daily
  value: qty=巨大 · direction=增长
  📷 原图
• <a id="atom-738d70af644a153d"></a>2026-06-02 X·@OpenAINewsroom ⭐ · weekly active users · 用户增长
  Codex now has more than 5M weekly active users.
  tags: 好数字·好信源 · → daily
  value: qty=5M · date=2026-06-02
  📷 原图
• <a id="atom-ea245908518abb7f"></a>2026-06-03 newsletter·The Information · 周活跃用户数 · 用户增长
  Codex passed 5 million weekly active users at the end of May.
  tags: 好数字 · → daily
  value: qty=5 million weekly active users · as_of=end of May

🔴 bearish 侧:

• <a id="atom-8e3903429e3e5c96"></a>2026-06-04 X·@deepfates · 免费token分配策略 · 定价策略
  variable response reward schedule of free tokens
  tags: 好观点 · → daily

🔗 因果传导 (causal map)

*Codex 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↑ 上游·近期陈述 (1)

• ⚪ T3 Code · 竞争 · 1 次陈述
  People think T3 Code is competing with Codex. We're actually competing with this.

🟦 客观事实 (facts) (30)

• <a id="atom-738d70af644a153d"></a>🟦 2026-06-02 X·@OpenAINewsroom ⭐ · weekly active users · 用户增长
  Codex now has more than 5M weekly active users.
  tags: 好数字·好信源 · → daily
  value: qty=5M · date=2026-06-02
  📷 原图
• <a id="atom-df6623dcba2a2111"></a>🟦 2026-06-02 X·@OpenAI ⭐ · 插件覆盖范围 · 产品发布
  Codex can access 62 popular apps and 110 skills for work across sales, data analytics, creative production, product design, and public equity investing.
  tags: 好数字·好信源 · → daily
  value: qty=62 popular apps, 110 skills
• <a id="atom-03aaa975c32b00ea"></a>🟦 2026-05-01 X·@scaling01 ⭐ · revenue doubled in under seven days · 营收增长
  Codex doubled revenue in under seven days
  tags: 好数字·好信源 · → daily
  value: date=in under seven days
• <a id="atom-7707d70af08f52ce"></a>🟦 2026-06-08 X·@DBuniatyan · accuracy improvement · 技术路线
  Hivemind turns the traces from every agent your team runs (Claude Code, Codex, Cursor, Hermes, OpenClaw, Pi) into reusable skills, then pushes those skills across all of them. All on your cloud storage. Now with SkillOpt built in, your skills get trained: +19.1 points of accuracy in Claude Code, +24.8 in Codex, best or tied on all 52 setups tested.
  tags: 好数字·好信源 · → daily
  value: qty=+24.8 points
• <a id="atom-5ae9025e06750355"></a>🟦 2026-06-04 X·@theinformation · weekly active users · 产品发布
  Codex has hit 5 million weekly active users
  tags: 好数字·好信源 · → daily
  value: qty=5 million · date=weekly
• <a id="atom-b677920ba885e509"></a>🟦 2026-05-06 X·@siliconvalleymm · 非工程师用户占比 · 产品发布/用户结构
  more than half of Codex prompts now come from non-engineers
  tags: 好数字·好信源 · → daily
  value: qty=超过50%
  📷 原图
• <a id="atom-dbe65af5bcc2cfa6"></a>🟦 2026-05-02 X·@arankomatsuzaki · 昨天 token 消耗量 · 用量数据
  I spent 1.7B tokens on Codex (Pro 5x) yesterday.
  tags: 好数字·好信源 · → daily
  value: qty=1.7B · date=2026-05-02
• <a id="atom-71f08eb0d64cde4b"></a>🟦 2026-05-07 X·@morqon [老化中] · 下载量包含OpenClaw bundled usage · 下载量/数据准确性
  openclaw bundled the codex app-server, this is openclaw usage
  tags: 好信源·好思考 · → daily
  📷 原图
• <a id="atom-fb3eb312a258031a"></a>🟦 2026-05-21 X·@astuyve · 用户增长规模 · 用户增长/订单需求
  The massive growth of Codex isn't just noise on twitter
  tags: 好数字·好观点 · → daily
  value: qty=巨大 · direction=增长
  📷 原图
• <a id="atom-f33203fe27b50095"></a>🟦 2026-06-03 X·@theinformation · weekly active users · 用户增长
  Codex has hit 5 million weekly active users
  tags: 好数字 · → daily
  value: qty=5 million · date=as of 2026-06-03
• <a id="atom-99cf2a962f2ea14d"></a>🟦 2026-06-03 X·@thsottiaux · 可靠性事件数量 · 产品可靠性
  Over the last 24 hours we had three separate small incidents that affected Codex reliability.
  tags: 好数字 · → daily
  value: qty=3 · date=过去24小时
• <a id="atom-a5de81e52732f725"></a>🟦 2026-05-18 X·@thsottiaux · uptime · 数据中心算力
  With 99.98% uptime, Codex only sleeps 8 minutes per month.
  tags: 好数字 · → daily
  value: qty=99.98% · direction=na
• <a id="atom-124390b9c31cc672"></a>🟦 2026-05-03 X·@arankomatsuzaki · token 消耗以 cache read 为主 · 用量数据
  My number is mostly cache read tokens
  tags: 好观点·好信源 · → daily
• <a id="atom-354b5c6c657c8793"></a>🟦 2026-05-01 X·@OpenAI · 营收增速 · 营收增长
  Codex doubled revenue in under seven days
  tags: 好数字 · → daily
  value: qty=doubled revenue in under seven days
• <a id="atom-99b78bc3d5937f1b"></a>🟦 2026-06-29 X·@thsottiaux · usage limits will be fully reset · 产品发布
  Codex usage limits will be fully reset again in the next hour
  tags: 好信源 · → daily
  value: date=next hour
• <a id="atom-65741489b8e099cb"></a>🟦 2026-06-29 X·@thsottiaux · will credit one additional usage reset · 产品发布
  we will credit one additional reset into your bank for your own usage over the next 24 hours
  tags: 好信源 · → daily
  value: qty=1 · date=next 24 hours
• <a id="atom-89978e1674ada357"></a>🟦 2026-06-29 X·@thsottiaux · auto-review had become more proactive · 产品发布
  Auto-review had become more proactive, another change was triggering more subagent work, and background suggestions could run twice or retry too frequently after failures
  tags: 好信源 · → daily
• <a id="atom-e7afff611b7799d7"></a>🟦 2026-06-29 X·@thsottiaux · reverted changes and fixed suggestion scheduling, duplicate generation, and retry behavior · 产品发布
  We reverted the changes and fixed suggestion scheduling, duplicate generation, and retry behavior
  tags: 好信源 · → daily
• <a id="atom-236d385dd9b0260d"></a>🟦 2026-06-29 X·@thsottiaux · auto-review was incorrectly appearing as GPT-5.4 usage · 产品发布
  Auto-review was incorrectly appearing as GPT‑5.4 usage, and failed or rate-limited requests were still shown as turns
  tags: 好信源 · → daily
• <a id="atom-67d9aca744f7c1e8"></a>🟦 2026-06-29 X·@thsottiaux · auto-review now appears as its own category · 产品发布
  Auto-review now appears as its own category, and only successful requests count toward the turn graphs
  tags: 好信源 · → daily
• <a id="atom-715f27772627723a"></a>🟦 2026-06-29 X·@thsottiaux · rate-limited requests were never charged but were displayed incorrectly · 产品发布
  Rate-limited requests were never charged, but they were being displayed incorrectly
  tags: 好信源 · → daily
• <a id="atom-16e9e71b64fa2cb8"></a>🟦 2026-06-29 X·@thsottiaux · reset usage limits while rolling out fixes · 产品发布
  We reset usage limits while rolling out the fixes, then shipped hotfixes across the CLI, desktop app, and usage backend
  tags: 好信源 · → daily
• <a id="atom-a0fa730c3a13d34d"></a>🟦 2026-06-29 X·@thsottiaux · all fixes are now deployed · 产品发布
  All fixes are now deployed, and we've added more detailed monitoring so we can detect background-usage regressions sooner
  tags: 好信源 · → daily
• <a id="atom-4ddfd7b34c89a15e"></a>🟦 2026-06-26 X·@thsottiaux · 给所有用户充值重置 · 产品发布
  We are giving all Codex users a usage reset on the house. Should be showing in your accounts in the next few hours.
  tags: 好信源 · → daily
  value: qty=on the house · date=in the next few hours
• <a id="atom-bad79640f87f7d6f"></a>🟦 2026-06-26 X·@thsottiaux · 已实施缓解措施 · 安全事故
  We have applied some mitigations, but our investigation hasn't shown users being impacted at large. We are continuing to monitor the situation.
  tags: 好信源 · → daily
• <a id="atom-e09386176d4ab9d6"></a>🟦 2026-06-15 X·@reach_vb · 大使活动数量 · 活动运营
  200+ past + upcoming Codex ambassador events since February 2026
  tags: 好数字 · → daily
  value: qty=200+ · date=2026-02~2026-06
• <a id="atom-3d14202fb9901d62"></a>🟦 2026-06-15 X·@reach_vb · 已举办活动数量 · 活动运营
  We’ve had 181 events in 72 cities across the globe
  tags: 好数字 · → daily
  value: qty=181 · date=2026-02~2026-06
• <a id="atom-a11dc0c887a8ddb6"></a>🟦 2026-06-15 X·@reach_vb · 即将举办活动数量 · 活动运营
  23 upcoming events in 72 cities across the globe
  tags: 好数字 · → daily
  value: qty=23 · date=2026-06
• <a id="atom-c66433bfec8e3860"></a>🟦 2026-06-15 X·@reach_vb · 活动覆盖城市数 · 活动运营
  events in 72 cities across the globe
  tags: 好数字 · → daily
  value: qty=72
• <a id="atom-06afe12a51546cf2"></a>🟦 2026-06-11 X·@OpenAIDevs · introduces developer mode for browser use in Chrome and the Codex in-app browser · 产品发布
  Introducing developer mode for browser use in Chrome and the Codex in-app browser.
  tags: 好信源 · → daily

🟥 多头 takes (bullish) (30)

• <a id="atom-22486ccff761bf28"></a>🟥 2026-06-29 X·@thsottiaux · new usage data should be clearer and actual consumption should be lower · 产品发布
  New usage data should be clearer and actual consumption should be lower
  tags: 好信源 · → daily
• <a id="atom-19658db30b8c5a00"></a>🟥 2026-06-11 X·@xlr8harder · 版本5.5比此前几个版本在减少假设方面更好 · 产品发布
  5.5 is much better than the previous few releases in this regard
  tags: 好观点·好思考 · → daily
• <a id="atom-0125dc6477df5481"></a>🟥 2026-05-26 X·@arankomatsuzaki · 超人类性来自速度知识量可复制性 · 技术路线
  the actual superhuman-ness is more mundane and maybe more important: the agent has absorbed a huge prior, can read long papers basically instantly, can think/write at >50 tok/s, and you can clone it across dozens of problems. speed + knowledge volume + multiplicability. that's the superpower
  tags: 好观点·好思考 · → daily
• <a id="atom-e7e5738c26278621"></a>🟥 2026-05-20 X·@theo · maintains high quality bar and refuses to ship slop · 产品发布/竞争格局
  If Codex maintains a high quality bar and refuses to ship slop, they will win.
  tags: 好观点·好思考 · → daily
• <a id="atom-f2ea0e4d14e52400"></a>🟥 2026-05-14 X·@chatgpt21 · set a goal scaffold feature提升性能倍数 · 产品发布
  the “set a goal” scaffold feature on Codex basically 8-20xd that
  tags: 好数字 · → daily
  value: qty=8-20x · direction=up · date=2 months ago vs now
• <a id="atom-6c02946f4b6d8ce7"></a>🟥 2026-06-03 X·@thsottiaux · 采取主动措施防止事件重现 · 产品可靠性
  we are taking active steps for them to not reproduce.
  tags: 好观点 · → daily
  value: direction=active
• <a id="atom-8931b3a4fc14aed1"></a>🟥 2026-05-27 X·@farouke_ · 使用体验 · 产品发布
  Works like a charm in Codex!
  tags: 好信源 · → daily
• <a id="atom-d2a76675dea6b438"></a>🟥 2026-05-13 X·@sama · 产品定位 · 产品发布
  codex is the best AI coding product
  tags: 好观点 · → daily
• <a id="atom-d78d76b6eec0f542"></a>🟥 2026-05-13 X·@OpenClawTips · 与Claude比较 · 竞争格局
  Codex > Claude
  tags: 好观点 · → daily
  value: direction=优于
• <a id="atom-c6faa70092a0c919"></a>🟥 2026-05-04 X·@sama · 当前阶段否定 · 产品发布
  not yet; coming soon
  tags: 好观点 · → daily
  value: direction=not yet; coming soon
• <a id="atom-7f3c7589243a1d48"></a>🟥 2026-05-01 X·@TheTrentHarvey [老化中] · 用户即使在专业场景也更倾向用 ChatGPT 进行思考和讨论 · 用户感受
  even in a fully professional context if I'm wanting to challenge assumptions, explore an idea, or reason about a problem I'm going to reach for ChatGPT every single time.
  tags: 好观点 · → daily
• <a id="atom-86071a47310b5946"></a>🟥 2026-04-16 X·@sama [老化中] · 新功能 · 产品发布
  Computer use is a real update for me; it feels even more useful than I expected. It can use all of the apps on your Mac, in parallel and without interfering with your direct work.
  tags: 好观点 · → daily
• <a id="atom-bf3884568db8ef81"></a>🟥 2026-07-02 X·@vig_xyz · 难以想象回到IDE或vim · 产品发布
  hard to imagine going back to an IDE, and certainly hard to imagine going back to vim
  tags: 好思考 · → daily
• <a id="atom-62c9a5a4fbb2ea1c"></a>🟥 2026-06-26 X·@testingcatalog · 扩展计算机使用功能 · 技术路线
  Computer Use is expanding as a general interface between AI agents and other software.
  tags: 好思考 · → daily
  📷 原图
• <a id="atom-5adc97ad9ba72607"></a>🟥 2026-05-21 X·@pashmerepat · made trades in user's brokerage account · 仓位情绪
  codex made some trades (:)
  tags: 好思考 · → daily
  📷 原图
• <a id="atom-649e5d59d33d937d"></a>🟥 2026-05-20 X·@Presidentlin · 市场份额趋势 · 竞争格局/市场份额
  Codex is slowly winning.
  tags: 好思考 · → daily
  value: direction=increasing
• <a id="atom-495c1a2ae17b9d00"></a>🟥 2026-05-11 X·@thsottiaux [老化中] · inference compute demand · 需求预测/算力供需
  pairing this with usage per user growing significantly faster than the number of users, it's pretty clear that compute will be something that is scarce.
  tags: 好观点 · → daily
  value: date=ongoing
• <a id="atom-64923119e1e5eec7"></a>🟥 2026-05-10 X·@testingcatalog · 与 ChatGPT 集成深度加深 · 产品发布/技术路线
  We will likely see a deeper integration between Codex and ChatGPT already very soon.
  tags: 好思考 · → daily
  📷 原图
• <a id="atom-3b98aa2ae579b6b3"></a>🟥 2026-05-09 X·@steipete [老化中] · 计算机使用功能对比 · 技术路线
  Codex wins definitely, they put a lot of effort into it.
  tags: 好观点 · → daily
• <a id="atom-9d07aa591434170f"></a>🟥 2026-05-09 X·@steipete [老化中] · 计算机使用功能评价 · 技术路线
  We want computer use for everyone. Codex one is the best tho!
  tags: 好观点 · → daily
• <a id="atom-d36c6490789413ea"></a>🟥 2026-05-07 X·@VraserX [老化中] · iOS app launch rumor · 产品发布
  Rumor is the Codex iOS app drops today.
  tags: 好思考 · → daily
  value: date=2026-05-07
• <a id="atom-077dce68171e81ee"></a>🟥 2026-05-01 X·@BenBajarin · can connect to all apps/services · 产品发布
  Once these can connect to all your apps/services, there is little reason to visit your SaaS company interface.
  tags: 好思考 · → daily
  value: direction=future capability
• <a id="atom-3315d1872d6bf4be"></a>🟥 2026-07-03 X·@Anrahya · 远程自动安装体验 · 产品体验
  It auto installed codex on my vps through ssh and only manual think was login device code...which is unavoidable for security.
  tags: 好观点 · → daily
• <a id="atom-aceb48207c330d67"></a>🟥 2026-06-20 X·@mweinbach · 订阅性价比 · 订阅性价比
  Subs are worth it because more for less when comparing to market rate API
  tags: 好观点 · → daily
• <a id="atom-b4821aeefaa76e6e"></a>🟥 2026-06-20 X·@mweinbach · Codex获取程度 · 访问权限
  Codex gets you furthest
  tags: 好观点 · → daily
• <a id="atom-40f184ced30cf923"></a>🟥 2026-06-18 X·@cnfinancewatch · $100 套餐输出稳定且送手动重置次数 · 产品发布
  codex $100 套餐输出稳定许多，还送手动重置次数，刚好够用，现在支持第三方模型，更倾向于 codex 了
  tags: 好观点 · → daily
• <a id="atom-5f966c9738567c84"></a>🟥 2026-06-18 X·@testingcatalog · 获得 Realtime Voice Mode 功能 · 产品发布
  A Realtime Voice Mode on Codex will trigger a Pet or an Orb to appear!
  tags: 好观点 · → daily
  value: direction=yes
• <a id="atom-a1360de008acddd6"></a>🟥 2026-06-10 X·@xeophon · 用户体验优于 Claude · 产品发布
  Use the Codex app, is so much better
  tags: 好观点 · → daily
• <a id="atom-3147eafce5749d4c"></a>🟥 2026-06-08 X·@chrisgoingturbo [老旧] · 代码首次工作效果优于 Opus · 模型能力
  with codex i actually make features that work first hand
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-e3a18583296dad41"></a>🟥 2026-06-08 X·@flowersslop · enable_non_technical_user_to_finetune_LLM · 模型发布
  im the most non technical normie with ZERO coding or engineering skills AT ALL but with Codex help i can rent a gpu and do an sft run to finetune an llm
  tags: 好观点 · → daily
  📷 原图

🟥 空头 takes (bearish) (30)

• <a id="atom-50166da4a40197c7"></a>🟥 2026-07-03 X·@baoshu88 · 被多个大厂全面禁用 · 竞争格局/技术路线
  已经听闻多个大厂全面禁用Claude Code和Codex，不用等有关部门出手，已经是大势所趋
  tags: 好观点·好思考 · → daily
  📷 原图
• <a id="atom-1a4017ccd9085b9e"></a>🟥 2026-05-26 X·@arankomatsuzaki · 缺少研究品味 · 技术路线
  research taste is still missing. the agent is a pretty good problem-solver, but not yet a top-tier problem-picker
  tags: 好观点·好思考 · → daily
• <a id="atom-2b6f1e14cc8a3fbb"></a>🟥 2026-06-11 X·@8teAPi · 稳定性 · 产品稳定性
  hmm codex seems shaky today.
  tags: 好问题·好观点 · → daily
  value: qty= · date=2026-06-11
• <a id="atom-adbc805a22db9a22"></a>🟥 2026-05-02 X·@justinsunyt [老化中] · companies moving towards Codex · 合作客户
  already heard multiple companies moving towards codex
  tags: 好思考 · → daily
• <a id="atom-6b79d5551a10f1bc"></a>🟥 2026-07-03 X·@theio666 · 远程更新问题 · 产品体验
  Biggest problem for me is that remote codex never updates correctly, I have to manually ssh into machine, run the codex update command, then kill all codex processes (they fail to restart themselves and stick to old version) to make it work.
  tags: 好观点 · → daily
• <a id="atom-fdfc7718aac7b487"></a>🟥 2026-06-23 X·@theo · 性能问题 · 产品性能
  Performance (battery incinerator)
  tags: 好观点 · → daily
  value: direction=neg
• <a id="atom-c1a30b55a13caf3f"></a>🟥 2026-06-23 X·@theo · 不稳定性 · 产品性能
  Instability
  tags: 好观点 · → daily
  value: direction=neg
• <a id="atom-811a80e240934fff"></a>🟥 2026-06-23 X·@theo · 闭源应用 · 产品发布
  Closed source app (oss cli and server at least)
  tags: 好观点 · → daily
  value: direction=neg
• <a id="atom-f671d06dcf856153"></a>🟥 2026-06-23 X·@theo · 远程行为存在严重bug · 产品性能
  Super buggy remote behavior
  tags: 好观点 · → daily
  value: direction=neg
• <a id="atom-964d1dcd578657bc"></a>🟥 2026-06-23 X·@theo · 资源占用高 · 产品性能
  It’s also a resource hog so I’m scared
  tags: 好观点 · → daily
  value: direction=neg
• <a id="atom-37fd3fdfb53d2421"></a>🟥 2026-06-23 X·@Presidentlin · 行为退化 · 模型性能
  For example, Codex starts getting tripped up on things it didn't a month ago.
  tags: 好观点 · → daily
• <a id="atom-e10d2748a4102ce3"></a>🟥 2026-06-20 X·@JustinGorya · 订阅价值 · 订阅价值
  20$ sub in codex is literally not worth for work
  tags: 好观点 · → daily
• <a id="atom-11b34c401def7a67"></a>🟥 2026-06-18 X·@MParakhin · makes wrong assumptions on /goal tasks · 产品发布
  And many quick 'dumb' iterations just make it run faster in the wrong direction.
  tags: 好观点 · → daily
  value: direction=negative
• <a id="atom-696b0b1b43b6c34b"></a>🟥 2026-06-07 X·@vpalsmith33 · 产品评价 · 产品表现
  Quick install codex seems to confirm why would ever use?
  tags: 好观点 · → daily
• <a id="atom-206371e775f00dcc"></a>🟥 2026-06-05 X·@GabGarrett · rate cuts impact · 宏观利率
  the codex rate cuts are tough but manageable. if it happens again though, it might actually be over
  tags: 好观点 · → daily
• <a id="atom-b9951c0a3e5d50ee"></a>🟥 2026-06-05 X·@thsottiaux · papercuts · 产品发布
  Codex papercuts 📉
  tags: 好观点 · → daily
  value: direction=down
• <a id="atom-8e3903429e3e5c96"></a>🟥 2026-06-04 X·@deepfates · 免费token分配策略 · 定价策略
  variable response reward schedule of free tokens
  tags: 好观点 · → daily
• <a id="atom-0250f4ba53beafa3"></a>🟥 2026-06-01 X·@xlr8harder · potentially bringing legal liability on users · 监管政策/安全事故
  I don't think this is an especially impressive hack, it's more that they're potentially bringing legal liability on the users. If you do this on the wrong system you could even find yourself being prosecuted.
  tags: 好观点 · → daily
• <a id="atom-ae63c9e9b5fb2db6"></a>🟥 2026-06-01 X·@Yuchenj_UW · AI coding 能力追平 · 竞争格局/技术路线
  Now Codex has caught up.
  tags: 好观点 · → daily
• <a id="atom-dee9bf0ebe722ee6"></a>🟥 2026-05-30 X·@robinebers · 交互效率 · 产品性能
  codex needs so much fucking steering to get anywhere near it
  tags: 好观点 · → daily
• <a id="atom-0815d92c28b4639c"></a>🟥 2026-05-29 X·@maxencefrenette · user annoyance with current behavior · 产品发布
  This is one of my biggest annoyances with codex
  tags: 好观点 · → daily
• <a id="atom-4230342a24a42fb9"></a>🟥 2026-05-27 X·@gilbert_jc [老旧] · 对 Anthropic 企业 ARR 的威胁 · 竞争格局
  i suspect codex is going to eat a lot of the anthropic enterprise ARR when comes renewal time for many orgs
  tags: 好观点 · → daily
  value: direction=positive
• <a id="atom-b9d1f2e2eca962f6"></a>🟥 2026-05-17 X·@stancrypro · 对话能力不足 · 技术路线
  Codex still can't communicate like models from Anthropic: it's very dry and often shallow
  tags: 好观点 · → daily
• <a id="atom-ef20231c5d84baeb"></a>🟥 2026-05-17 X·@stancrypro · 前端审美能力差 · 产品发布
  Just can't build good looking frontend, completely tasteless
  tags: 好观点 · → daily
• <a id="atom-2f2ea04dbe9e169a"></a>🟥 2026-05-16 X·@Automager · 理论心智能力不足 · 技术路线
  Anything involving nuanced theory of mind (which includes frontend)... they routinely betray abysmal theory of mind for humans
  tags: 好观点 · → daily
• <a id="atom-da5f33e2314d81cb"></a>🟥 2026-05-16 X·@Automager · 前端开发质量差 · 产品发布
  A particularly egregious example is it constantly puts technical debug-tier info into the frontend... it wrote in a card '(new cache method)'
  tags: 好观点 · → daily
• <a id="atom-9ff60c766ee7ad54"></a>🟥 2026-05-04 X·@lukaemon [老化中] · 忽略的人工评估成本上限 · 产品发布
  didn't count human eval tax. 30% top.
  tags: 好观点 · → daily
  value: qty=30%
• <a id="atom-173e586ccbf25c0e"></a>🟥 2026-04-20 X·@mweinbach [老化中] · codebase exploration capability · 产品性能
  i find it's sometimes not amazing at exploring or understanding codebases well
  tags: 好观点 · → daily
• <a id="atom-399846ba7c9e248e"></a>🟥 2026-04-20 X·@ChinaMacroFacts [老化中] · prompt confusion behavior · 产品性能
  Occasionally (not rarely) ignores the current prompt and responds to an earlier prompt instead.
  tags: 好观点 · → daily
• <a id="atom-344ad02d830d0c9c"></a>🟥 2026-04-15 X·@BronsonSchoen [老化中] · continually works on infra/harnesses without doing actual experiment run · 技术路线
  Codex will continually work on infra / harnesses / easily testable parts without ever doing the *actual* experiment run I asked for
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (20)

• <a id="atom-b244b3680db2c321"></a>🟥 2026-07-01 X·@xlr8harder · 推测行为动机 · 模型训练/行为推测
  just realized codex's obsessive short window polling is probably RL-induced paranoia about tasks hitting timeouts in training
  tags: 好观点·好思考 · → daily
  value: direction=RL-induced paranoia about tasks hitting timeouts in training
• <a id="atom-af4060840f54da3a"></a>🟥 2026-06-29 X·@thsottiaux · historical charts may still show auto-review under GPT-5.4 · 产品发布
  Historical charts may still show auto-review under GPT‑5.4 because older turn data was not relabeled
  tags: 好信源 · → daily
• <a id="atom-1ccb6a38a49f023e"></a>🟥 2026-06-29 X·@thsottiaux · features like /goal, subagents, and higher reasoning levels will use more capacity · 产品发布
  Features that intentionally perform more work; such as /goal, subagents, and higher reasoning levels will still naturally use more capacity
  tags: 好信源 · → daily
• <a id="atom-1fc4ee25b9328efc"></a>🟥 2026-04-25 X·@tokenbender · gpt 5.5 context limit · 产品特性
  gpt 5.5 context limit is effectively 270k in codex, unlike the experimental 1m access we had on 5.4
  tags: 好数字 · → daily
  value: qty=270k · date=5.5
• <a id="atom-3eef0b713033747b"></a>🟥 2026-06-11 X·@8teAPi · 新模型发布 · 模型发布
  new model rollout imminent ?
  tags: 好问题·好思考 · → daily
  value: qty= · date=
• <a id="atom-a2419de0bfa23738"></a>🟥 2026-05-04 X·@sama · 下载量数据准确性 · 数据准确性
  codex is doing great but this is not possibly accurate
  tags: 好思考 · → daily
• <a id="atom-ce4bc3d2860a803d"></a>🟥 2026-05-01 X·@TheTrentHarvey [老化中] · 用户使用体验：Codex 被认知为 'doer' 工具，ChatGPT 被认知为 planning/thinking/conversing 工具 · 产品发布/用户感受
  Codex to me is a "doer" tool. ChatGPT is a planning/thinking/conversing tool.
  tags: 好思考 · → daily
• <a id="atom-22ba1ebcac6a300a"></a>🟥 2026-05-01 X·@TheTrentHarvey [老化中] · Codex UI 过度侧重于 project 和文件操作，导致用户认知难以改变 · 产品发布/用户感受
  I think part of that comes down to the Codex UI over-indexing on working in a project and manipulating files/apps/things.
  tags: 好思考 · → daily
• <a id="atom-9a37d60df5f21f92"></a>🟥 2026-05-07 X·@testingcatalog · 即将获得实时语音模式 · 产品发布
  Codex will get Realtime Voice Mode soon
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-7c0c241c2255cda2"></a>🟥 2026-06-29 X·@Jaytel · 跨个人与工作单一账户提案 · 产品功能设计
  i want a single codex account across personal + work - i join a company and bring my account, the company links me to their org - work in codex uses company tokens - personal use uses my tokens - employer can't see private convos/memories - when i leave, i'm removed from the org. company-related convos and IP get auto-removed or redacted - non-IP, general learnings, preferences, and memory come with me
  tags: 好思考 · → daily
• <a id="atom-b6c2f5dc4386394d"></a>🟥 2026-04-30 X·@morqon [老化中] · GPT image 2 代码占比 · 技术路线/产品发布
  GPT image 2 is 99% coded by codex
  tags: 好思考 · → daily
• <a id="atom-3e3d1733e52016fc"></a>🟥 2026-06-28 X·@MParakhin · 平台适配性 · 技术路线
  There is also bias that Codex is much more Windows-native, I did a lot of testing on Windows.
  tags: 好观点 · → daily
  value: description=more Windows-native, testing was done on Windows
• <a id="atom-9cb19b38d29471ce"></a>🟥 2026-06-27 X·@giffmana · computer use on codex · 技术路线
  Probably because he uses Linux!
  tags: 好观点 · → daily
• <a id="atom-20310618057d1b83"></a>🟥 2026-06-18 X·@testingcatalog · 增加 Library section 侧边栏 · 产品发布
  Codex will get a Library section in the side nav, the same section we see on ChatGPT.
  tags: 好观点 · → daily
  value: direction=yes
• <a id="atom-bd7bac8ea8dfc254"></a>🟥 2026-06-11 X·@xeophon · 回复质量极端 · 模型质量
  with codex, i feel like the message is either correct or so bad that it’s very obvious if you know what you are doing.
  tags: 好观点 · → daily
• <a id="atom-a58b872350bffbf9"></a>🟥 2026-06-05 X·@jxnlco · 前端设计改进问题 · 产品发布
  Will be addressed by the end of the year.
  tags: 好观点 · → daily
• <a id="atom-f531a32b4d7f7138"></a>🟥 2026-06-02 X·@testingcatalog · 将与 ChatGPT 进一步集成 · 产品集成
  Codex will be integrated further into ChatGPT
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-bd321018f001ec4d"></a>🟥 2026-05-30 X·@daniel_nguyenx · 产品定位 · 产品发布
  Codex is agent first, with optional browser.
  tags: 好观点 · → daily
  value: direction=agent first, with optional browser
• <a id="atom-1da2fce9a3de7095"></a>🟥 2026-05-29 X·@rihim_s · Windows 版电脑使用功能非后台运行 · 产品发布
  it's not background computer use but still great
  tags: 好观点 · → daily
• <a id="atom-2d038dd19089b763"></a>🟥 2026-05-27 X·@CTracy0803 · 被共识视为规划工具 · 技术路线
  最近国外正在形成一种共识：用codex做规划
  tags: 好观点 · → daily

🟦 新闻流 (squawk · 3)

⏱ 时间轴 (近 20)

• 🟥 2026-07-03 · narrative · 被多个大厂全面禁用 · → daily
• 🟥 2026-07-03 · fact · 远程更新问题 · → daily
• 🟥 2026-07-03 · fact · 远程自动安装体验 · → daily
• 🟦 2026-07-02 · fact · 功能：编写提案 · → daily
• 🟦 2026-07-02 · fact · 功能：自动起草合同红线 · → daily
• 🟦 2026-07-02 · fact · 功能：使用计算机操作添加到Docusign · → daily
• 🟦 2026-07-02 · fact · 功能：阅读Slack反馈频道自动修复bug · → daily
• 🟦 2026-07-02 · fact · 功能：夜间编写单元测试以实现100%覆盖率 · → daily
• 🟦 2026-07-02 · fact · 功能：并行启动6个线程以独立合并PR · → daily
• 🟥 2026-07-02 · narrative · 难以想象回到IDE或vim · → daily
• 🟥 2026-07-01 · narrative · 推测行为动机 · → daily
• 🟦 2026-06-30 · fact · 性能提升幅度 · → daily
• 🟦 2026-06-30 · narrative · adoption broadened into nearly every function across OpenAI · → daily
• 🟦 2026-06-30 · fact · priority status · → daily
• 🟦 2026-06-30 · fact · 使用了 Computer Use 功能 · → daily
• 🟦 2026-06-30 · fact · 使用了 Computer Use 功能来组织 1500 个 PDF · → daily
• 🟦 2026-06-29 · fact · usage limits will be fully reset · → daily
• 🟦 2026-06-29 · fact · will credit one additional usage reset · → daily
• 🟦 2026-06-29 · fact · auto-review had become more proactive · → daily
• 🟦 2026-06-29 · fact · reverted changes and fixed suggestion scheduling, duplicate · → daily

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