More than 5 million people now use Codex every week. Non-developers — including analysts, marketers, operators, designers, researchers, investors, and bankers — make up about 20% of overall Codex users and are growing more than 3x as fast as developers.
This is directly extracted from a report published by OpenAI on June 02.
This means, essentially, that about a million people, of an alternative market, took an interest in a product that was built for software engineers.
Generally, what this does is create opportunities for OpenAI to expand its product offerings and from what I gathered, they are already doing this.
That said, this also means that the total addressable market for OpenAI increases. For the United States for instance, about 40% of the working population (roughly 72 million people) work primarily with information such as analysis, documents, designs, and communication, segments that are reflected in Codex’s non-developer users.
This is clearly a significant market to target. A competitive edge I'd say OpenAI has always had above other AI companies since launch.
Verdict: bullish, in a lot of ways
When people go out of their way to use things not initially designed for them, that move forces innovation and evolution.
We are potentially looking at new talent coming from increased AI use.
At the same time, we can expect better product launches which just keeps feeding back into the system.
Effectively, a self-improving trend.
Super Apps
Everything points to an era of super apps and contrary to what some people might imagine or conclude when the phrase is mentioned, super apps do not eliminate small independent solutions or services.
It's more of an absorption reality where ecosystems are built around several independent solutions.
Think about it. The world is faithful to the concept of not reinventing the wheel. If something exists and just works, we simply just use it.
This means that super apps should essentially be single pathways to several independent solutions integrated into a single ecosystem that it feels like users are using one service.
The AI super apps will include multiple third-party solutions integrated into one app interface that allows users to conveniently move from one task to the other, using a single familiar flow.
Of course, in most cases, particularly since we are dealing with artificial intelligence, more specifically generative AI, this flow is effectively “prompting.”
Users should be able to prompt the system into publishing a post, buying a bag, paying Netflix subscription, performing a web search, generating a video, building a landing page, extracting financial statements, etc.
The familiar flow remains simple prompts, while underneath everything there are several independent services integrated to enable it all to work.
The user only sees the AI response to a prompt, not the several steps required to complete the tasks.
This is efficiency built to the greatest scale and future solutions across all industries will need to be built with this understanding in mind.
Posted Using INLEO
