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OpenAI says its seeing breakout growth for its AI coding tool Codex, even as controversy over the company’s agreement to supply AI to the Pentagon has derailed the public messaging around Codex’s momentum and resulted in some consumers boycotting its ChatGPT product.
For Michael, the battle appears to reflect a belief forged across his career—from Uber’s global expansion battles to the Pentagon’s AI buildup—that control over transformative technology cannot remain in private hands when national security is at stake. The question now is how far he’s willing to go to achieve that end.