OpenAI launched Codex inside the ChatGPT mobile app in preview on iOS and Android across all paid and free tiers, letting users review work, approve commands, and steer agentic coding threads while sessions keep running on laptops, devboxes, and remote environments. The same release widens remote SSH, hooks, programmatic access tokens, and adds HIPAA support for eligible enterprise workspaces.
Why it matters
Codex now reaches more than four million weekly users, and untethering it from the desktop narrows the gap with Cursor and Claude Code in the agentic-coding race just as Google, Anthropic, and Mistral push their own always-on coding agents.
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INDUSTRY
SpaceXAI has been bleeding researchers since the SpaceX merger
More than 50 researchers and engineers have departed the unit formerly known as xAI since SpaceX absorbed it in February, with at least 11 moving to Meta and seven to Mira Murati's Thinking Machines Lab. The exodus comes as Musk works to rebuild Grok ahead of a SpaceX Nasdaq listing targeted for June.
Recursive Superintelligence exits stealth with $650M to build self-improving AI
The London- and San Francisco-based startup, founded by former Salesforce chief scientist Richard Socher and DeepMind alum Tim Rocktäschel, raised $650 million at a $4.65 billion valuation in a round led by GV and Greycroft with Nvidia and AMD participating. The team of under 30 is betting AI systems can improve themselves by analyzing their own performance, with a public launch planned for mid-2026.
Anthropic in talks to raise $30B at a $900B valuation
Sequoia, Dragoneer, Greenoaks, and Altimeter have agreed to co-lead a $30 billion round at a $900 billion pre-money valuation, with the deal expected to close by the end of May. Anthropic has reached roughly $30 billion in annualized revenue, helped by its Mythos cybersecurity model that has drawn high-level interest from the Trump administration.
Google pushes agentic Gemini deeper into Android ahead of I/O
Google is rolling out Gemini Intelligence features that move across apps, read on-screen context, and complete multistep tasks like form-filling and browsing, with more updates expected at I/O on May 19. The push is timed to land before Apple unveils a Gemini-powered Siri overhaul at WWDC in June.
Runway hits $5.3B valuation as video AI race heats up
Runway is now valued at $5.3 billion and added $40 million in ARR in the second quarter as it broadens from filmmaker tools toward general-purpose generative video. The repositioning sets up a direct fight with Google's expected Gemini Omni video model and OpenAI's Sora franchise.
