Keep pulling the thread on Jay V.
OpenCode ended June with approximately 13 million monthly active users.
OpenCode's monthly active users increased approximately 20-fold since the beginning of 2024.
OpenCode processes approximately 7 trillion tokens per day.
OpenCode's weekly active user count of 4.6 million is close to the number of weekly active users for Codex.
Based on June usage data, OpenCode's inference business is on an annualized revenue run rate of $31 to $33 million.
Based on the most recent week's usage data, OpenCode's inference business is on an annualized revenue run rate of $38 to $40 million.
OpenCode's inference business grew to an approximately $40 million annualized revenue run rate in about eight months.
OpenCode has approximately 160,000 monthly subscribers for its paid product.
OpenCode's subscription product accounts for approximately $18 million of its annualized revenue.
Approximately 5% of all Codex subscribers use OpenCode as their primary interface to access the underlying API.
In the first week of January, Anthropic began implementing measures to block users from accessing their Claude Code subscriptions through OpenCode.
Anthropic's attempt to block OpenCode inadvertently increased OpenCode's visibility and drove new user growth by positioning the two products as direct competitors.