OpenCode says it has reached 13M monthly users, 4.6M... weekly users and roughly $40M in annualized revenue. Anthropic restricted competing coding tools. OpenCode works with any model, which gives teams a way around building their coding stack on one lab.show more

Since the start of the year, OpenCode (YC W21)... — an open source alternative to Claude Code and Codex that works with any model — exploded to 4.6 million weekly active users, 13 million monthly actives, and roughly $40M in annualized revenue. In this episode of The Lightcone, Harj Taggar, Jared Friedman, and Diana talk with Jay V (Jay), OpenCode’s CEO, about what’s driving this wild growth, the Anthropic clampdown that inadvertently fueled it, and the almost 20 year founder journey that led him here. 00:44 — OpenCode’s Explosive Growth 01:16 — 20x Growth, 13M Users, and 7 Trillion Tokens 03:39 — The Anthropic Controversy That Changed Everything 05:43 — Bringing AI Coding Agents to the World 06:39 — When Open Source Models Became Good Enough 08:56 — What Millions of Developers Are Actually Using 13:31 — Why OpenCode Is Huge Outside the US 15:27 — Why Fortune 500 Companies Choose OpenCode 16:36 — The Economics of AI Tokens 20:02 — How Enterprises Are Using Coding Agents 22:58 — AI’s New Unit Economics 24:56 — Why Model Choice Matters 29:55 — The Product Decisions Behind OpenCode 34:21 — A 16-Year Overnight Success 41:16 — Why Jay Never Gave Upshow more

FREE 2M tokens. Opus 4.8, GPT-5.5, and every major... coding model in one API key. Plugs directly into Claude Code. Inferall gives you access to the full model stack - Opus 4.8, GPT-5.5, and every other serious coding model - through one unified API. Here's the exact setup: → go to inferall(.)ai with VPN or proxy → sign in and register with any email (Google accounts work best if you hit rate limits) → create an API key - copy the key in format ifu_xxxxxxxxxxxxxxxx → go to Billing → Add a card → Activate free tier → add your card - a card with zero balance works fine(!!) → set country to United States during checkout Done. 2,000,000 free tokens loaded. Plug into Claude Code or any agent stack: BASE_URL: API_KEY: ifu_XXXXXXXXXXXXXX Works with Claude Code, OpenCode, Hermes Agent, any OpenAI-compatible setup. Opus 4.8 available immediately. 2M tokens is enough for weeks of serious coding sessions.show more

Introducing AQ: a multiplayer harness of harnesses. • Run... it on any cloud you already have, or use ours. • Connect any coding harness you like: Claude Code, Codex, OpenCode, Cursor, Kimi, Grok, Devin and more. • Work with your teammates live, way beyond sharing a session. • 17 open-weights models, one click. • Use it from anywhere: Mac, Linux, Windows, iPhone, Android.show more

🇺🇸 xAI launched Grok Build, a coding agent that... runs directly from your terminal, now in early beta for SuperGrok and X Premium Plus subscribers. It lets you plan and approve changes before anything runs, works with tools you already use like MCP servers and plugins, and can spin up multiple subagents working in parallel on larger tasks. Some users say it's already competing with Claude Code and GitHub Copilot Workspace. Source: xAIshow more

$60 BILLION FROM 4 MIT STUDENTS In 2022, four... MIT classmates started Cursor. Four years later, SpaceX just completed a $60 BILLION acquisition of their company. This might be one of the craziest startup speedruns ever. - Cursor reached ~$2.6B in annualized enterprise revenue - It went from a VS Code fork to one of the biggest AI coding tools - SpaceX gets Cursor's talent, developer distribution and coding ecosystem - Cursor gets massive SpaceXAI compute and is already helping build Grok 4 people. 4 years. $60 billion. AI is creating giants faster than we've ever seen before.show more

$35 in free Claude Opus 5 API credits for... a week. Point it at Codex, OpenCode, Cursor, or literally any tool that takes a custom API endpoint. It's called Aerolink. Sign up with Google, a free trial activates automatically - no card, no manual claim. Setup for OpenCode Desktop: → Register at aerolink(.)lat, sign in with Google → Create your API key → Open OpenCode Desktop, hit Ctrl+, → Add a custom provider: Id "aerolink", any display name → Base URL: capi.aerolink(.)lat/v1 → Paste your API key → Model id: claude-opus-5, any display name Once it's added, the key works the same way in any tool that accepts a custom OpenAI-compatible endpoint - not locked to OpenCode. Honest flag: this runs through a Chinese proxy, not an official Anthropic channel. Use at your own risk. $35/week value, one-week trial. Bookmark this before the trial terms change.show more

Kimi's CEO🇨🇳 says every AI lab has the wrong... obsession Zhilin Yang, on why K3 beat the frontier: "Every lab, like Claude, thinks the model matters most. That's wrong. It's how you organize the people building it that wins." Then Moonshot proved the philosophy. K3 sold out every plan on purpose, cutting their own revenue instead of throttling existing users. When Anthropic hit that wall in April, they cut users' usage 50% at peak. His one big idea: long context is the AI era's RAM. The 128K-to-gigabytes jump, compressed into 2 years instead of 40. The real moat: "your biggest advantage, perhaps your only advantage, is your organization." Model, or the team behind it: which actually wins?show more

🚨BREAKING: • Viktor hit $20M annualized revenue run rate... before a single Microsoft Teams user could access it. As of today, they can. Teams users, welcome. Not another chatbot in the sidebar. Not Copilot waiting for a prompt. An actual employee you can @ mention in any channel — one that remembers your team’s history, pulls data from your tools, builds reports, and ships the work while you’re in the same conversation. This changes everything for the 320 million people who live in Teams every day. The future of work is here. 🧵👇show more

Run your coding agent on a local model, with... QVAC. OpenCode now plugs into a model on your own machine through our official plugin. That changes two things. Privacy by default. Your repo, your prompts, and every command the agent runs stay on your device. No third-party model ever sees your code. For an agent that reads your codebase and runs commands, that is the point, not a nice-to-have. New workflows. With no meter and no rate limit, the agent does not have to stop. Let it loop on a task, refactor a whole repo overnight, or run a watch-build-fix loop that keeps going. Setup takes a few minutes: one line in opencode.json and OpenCode runs on a local QVAC model. In the video demo, it handles three real developer tasks back to back, fully offline.show more

Coding agents shouldn't run on a laptop. That's why... I've been building Cave. It's a self-hosted platform for running OpenCode agents in isolated sandboxes on your own server. You give it a GitHub repo, it creates an isolated sandbox, clones the code, sets everything up, and gives you a coding agent. Check in from your phone, run multiple agents side by side. It's not open source yet (it will be), but I'm opening a private beta so you can install it on your own server already. I've been dogfooding it since day one. If you're running a software factory: multiple agents working in parallel across repos, Cave gives you one place to monitor and manage all of it. Now, I'm looking for people who want to give it a spin. DM me, happy to set you up 😊 🚀show more

$SNOW's biggest threat is not Amazon. It's Anthropic. Sridhar... Ramaswamy told Nicolai Tangen Nicolai Tangen that AI coding agents scare him more than any cloud hyperscaler. The conventional CEO answer names AWS or Azure. Ramaswamy named Anthropic. His logic: software has always been protected by scarcity - engineers as concert pianists, he called them. Coding agents are industrializing that craft at a scale that breaks the moat around purpose-built platforms like Snowflake. If you model $SNOW against Redshift and Fabric, you are watching the wrong fight. The competitive battleground is now the coding agent interface layer. Full competitive threat map - which layer Anthropic is actually attacking and what Snowflake is doing about it: Source: In Good Company with Nicolai Tangen -show more

Claude Code is now included in the Claude Pro... plan which means Pro plan subscribers can use their rate limits for Claude apps and Claude Code! To celebrate, here's a conversation with Claude Code's founding engineer, Boris Cherny, on: - how we use Claude Code at Anthropic - underrated tips for using it effectively - the future of coding tools - and more!show more

Andrew Ng, on the biggest shift in AI right... now: “The most important trend is agentic AI workflows.” In one slide, he showed the part most people still miss: GPT-3.5 scored 48% on a coding benchmark, GPT-4 reached 67%, but GPT-3.5 inside an agentic workflow jumped to around 95%. That is not a prompt trick. It is the model planning, using tools, checking its own work, fixing mistakes and running the loop again. Everyone is still arguing about which model is smarter, while the real edge is moving to the system wrapped around the model. Watch the clip, then build the workflow around your own process below.show more

Intelligence cofounder Grace Li wants to build an intelligence... marketplace for AI capabilities, not just a leaderboard that tells you which model is best. Today, Design Arena users submit creative tasks and have multiple AI models attempt it. The company then collects users' preference about which result was best, which gives Intelligence data about which models perform well for particular kinds of work. Grace thinks that in the future, it will become way easier for companies and individuals to customize models for one narrow purpose and sell access to it on a marketplace. She explains:show more

This is why Ridges AI | SN62 is an... absolute monster 🔥 🔵 "If you were to take the top coding systems from these major companies with billions of dollars in funding at multi hundred billion dollar valuations and take their primary product which is coding agents and you stack it up against ours.. Ours is better" 🔵 "It solves more problems faster, for orders of magnitude cheaper, like 70x cheaper to use us than the flagship #Anthropic model to solve these problems.. and we're beating them now" ⚪️ "For way less capital, we've created a system that is way more efficient and actually better at solving problems for multiples cheaper, with a system that is now profitable to run" ⚪️ "With probably less capital than it costs our competitors to pay their engineers to do research in this time" Shakeel $TAOshow more

Robinhood Chain could become the next billion-dollar meme ecosystem.... The reason is simple Every successful ecosystem in crypto was never built around a single meme coin pumping. It was built around the users, attention, and ecosystem effects that memes created. $BRETT once reached a $2B market cap and became one of the most iconic memes in the Base ecosystem. It helped Base attract massive attention, users, and liquidity. Solana followed a similar path. Over the past few years, meme coins became one of Solana’s strongest user acquisition channels. further proved that speculation can be transformed into massive on-chain user growth. Almost every successful ecosystem has gone through a meme-driven growth phase. And Robinhood Chain happens to have several unique advantages: First, it has Robinhood’s distribution power with tens of millions of traditional finance users. Second, Robinhood is building around RWA and tokenized stocks, which requires bringing more users on-chain. Third, memes could become the lowest-friction entry point connecting traditional finance users with the crypto world. Robinhood’s CEO said: “While we’re building Robinhood Chain to be the best chain for RWA… it works great for memes too.” Many people see this as just a casual comment. But I think it reveals Robinhood’s deeper product strategy. Because RWA is unlikely to be the reason users enter crypto for the first time. Very few people will download a wallet and learn how bridges work just to buy a tokenized stock. But a viral meme can become the first interaction that brings users on-chain. Once users enter the ecosystem, they can gradually explore stablecoins, RWA, tokenized stocks, and other on-chain products. If Robinhood can replicate the Base and Solana playbook, Robinhood Chain could become the catalyst for the next major meme wave in crypto.show more

I respectfully disagree for several reasons. Calling a customer,... whether free or paying, an idiot is simply wrong. OpenCode, like any other coding agent, clearly tries to preserve the prompt cache as much as possible. Otherwise, it would be painfully slow. The “Stop Using OpenCode” article, which I believe Dax is referring to, focused on specific cases that can invalidate the cached prefix. These issues become much more visible and painful when using local models. Modifying AGENTS.md is one example, as shown in this video. During this coding session, cache efficiency is extremely high. But the moment I modify AGENTS.md, boom: 62K tokens need to be processed again as new input. The date change is another valid point raised in the article. I understand that both issues may sound trivial, and personally I've never been impacted by them, but their impact on the OpenCode end-user experience can be significant when using local models. I agree that both the feedback and the article were too direct and were probably written by the author out of frustration. However, they also contained constructive points that could help improve the product. I use OpenCode alongside several other tools, and I like it overall. But I really dislike this kind of reaction to user feedback, regardless of how that feedback is expressed. I would have preferred a response focused more on listening, understanding the problem, and improving the product.show more

The same foundation that allowed Whatsapp to scale to... 900 million users in 2019 with only 50 engineers is the same one I have used in my 5 years of building software to lead engineering teams in creating systems that transacted over 500,000 USD in sales and solutions that helped over 100,000 SMEs in Africa . The BEAM , Erlang , Elixir and Phoenix Liveview as a stack , is so powerful when it comes to building scalable concurrent systems . Check out to see the different projects this stack has allowed me to build at scale !show more

Nat Eliason’s (Nat Eliason) career arc is borderline absurd—but... it works. He’ll spot a new tool or trend, master it, build a business around it, and move on. Nat’s pulled it off with the note-taking wave ($600k in sales from a Roam Research course), real estate (6x return flipping property in Austin), and crypto (published his insider story with Random House). Now it’s AI: he’s running a viral course on building apps with AI—$200k in pre-sales in just a week, 800 students and counting. I’ve known Nat for a long time and I think he has a great sense for where the puck is headed. He was one of the first guests I had on the podcast and I was delighted to have him on again. Here are a few takeaways from our conversation: - Coding with AI has become orders of magnitude easier for non-technical people over the last 2 years—Nat rarely has to help students fix bugs; they troubleshoot in Cursor on their own. - AI coding assistants are creating new behaviours in programming, like using a speech-to-text model to talk to an agent and having it write code for you. - The traditional learning curve of coding is flattening because AI tools let beginners build and iterate in faster feedback loops. - AI has given Nat leverage in spades—it increases his ability to be a creator while also building a robust business with as few people to manage as possible. He demos an AI book editor he coded for his sci-fi novel. - In the age of AI, software is becoming content and the barriers to create are lower than ever—but custom software for everything isn’t the answer. Nat’s model is that personalized tools make sense for that one thing you care the most about. - Nat believes that the future of writing with AI is a Cursor-style interface with a model that’s trained on your style and voice. This episode is a must-watch for writers, creators, and anyone interested in the future of product building. Watch below! Timestamps: Introduction: 00:01:45 The origins of Nat’s viral course on building apps with AI: 00:11:45 How coding with AI has evolved over the last two years: 00:18:46 Nat creates an app using Composer, Cursor’s AI assistant: 00:22:22 Tactical tips for coding with Cursor: 00:26:06 How coding with AI is creating new behaviours in programming: 00:29:06 What excites Nat the most about the future of AI: 00:32:41 A demo of Hubbard, the AI editor Nat built for his science fiction writing: 00:38:58 When does it makes sense to build custom software: 00:44:52 Nat’s take on the future of writing with AI: 00:49:18show more

Possibly the biggest change in Microsoft Teams history? Teams... without the Teams? Public preview in November to desktop, mobile, iOS, and Android. Here is what you need to know: 🟣 Microsoft is introducing a new combined chat and channels experience. Meaning chat and teams/channels will show up under the "Chat" sidebar icon. No more dedicated Teams sidebar button. 🟣 Teams and Channels will have their own section in chat. 🟣 Group your chats and/or channels however best works for you with favourites and custom sections (up to 50 sections and 50 items per section) 🟣 “Unread,” “Chat,” “Channels,” “Meetings,” and “Muted” Filters 🟣 New message can initiate a new chat or new channel post 🟣 New Mention view gathers all your mentions into a single interactive list. 🟣 At launch, a self-service, guided onboarding will help users discover the new experience and configure it to their preferences (on or off) 🟣 Users who prefer to keep chat and channels separate can easily do so during the onboarding process or at any time later. So far, it looks like there are no IT/tenant-level override controls. This experience change is targeted at getting more users using teams/channels. Most Teams users live in "chats", not teams/channels. There will undoubtedly be some pushback from users who use teams/channels well and like having the mental separation of teams/channels vs chats. I've been fortunate to be using it for a while, and I'm personally a big fan; my use of the correct channels has gone way up, and now I can find them all in one place in the app, particularly on mobile. I'm now much more likely to see channel conversations I need to see. What do you think? #MicrosoftTeams #Microsoft365show more