Sam Altman: ChatGPT Back to >10% Monthly Growth
Narrative
Internal update: ChatGPT monthly growth exceeds 10% again, signaling recovery and stabilization. Accompanied by notes on strong Codex usage spikes (~50% WoW in some periods) and upcoming model tweaks.
Reality
Shared February 9, 2026; aligns with broader momentum post-Feb 5 launches (Frontier platform, GPT-5.3-Codex). No exact user numbers disclosed, but implies reversal of any prior plateaus amid competition.
Implication
Reassures investors/employees during massive capex era and funding rounds. Bolsters OpenAI's narrative of sustained product-market fit despite rivals. Codex growth highlights agentic/coding moat strength vs. Anthropic Claude Code.