Codex had 46 million downloads compared to Claude Code's 491,000 — a roughly 100x difference.
Anthropic + SpaceX, Codex 100x'd Claude Code & Half Cash Half Stock | GMP EP12
Codex has 46 million downloads vs Claude Code's 491K — a 100x gap — and Anthropic just had to partner with SpaceX to avoid being rate-limited into irrelevance.
May 8, 2026
1:55:13
Difficulty: Intermediate
Played
God Mode Podcast
Anthropic + SpaceX, Codex 100x'd Claude Code & Half Cash Half Stock | GMP EP12
Codex has 46 million downloads vs Claude Code's 491K — a 100x gap — and Anthropic just had to partner with SpaceX to avoid being rate-limited into irrelevance.
May 8, 2026
1:55:13
Difficulty: Intermediate
Played
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This episode
Cast
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Discussed as the architect behind SpaceX's Anthropic deal, orbital compute plans, and his long-term $10 trillion net worth ambition.
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GameStop CEO who went viral with his 'half cash half stock' eBay acquisition offer; discussed as a viral marketing and derivatives trading genius.
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Central topic of the episode — discussed regarding its SpaceX compute partnership, $380B capital stack, Claude 'dreaming' feature, and competitive position vs OpenAI.
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Announced a compute partnership with Anthropic, providing Colossus 1 GPU access while exploring multi-gigawatt orbital AI compute together.
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Discussed as Anthropic's main competitor, maker of Codex and GPT-5.5; described as competing alone without the partner network Anthropic has built.
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Target of Ryan Cohen's viral 'half cash half stock' acquisition offer; discussed for its poor marketing ROI and potential synergies with GameStop's physical locations.
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Ryan Cohen's company at the center of the viral eBay acquisition bid; discussed for its meme culture ties and potential strategic value merging physical retail with digital auctions.
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Major Anthropic investor with a 17% stake and $100B compute deal; also discussed for its Annapurna Labs chip business with a $50B implied annual run rate.
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Invested $40B equity in Anthropic as part of a $200B compute deal; also discussed for Gemini integration in Apple iOS 27 and the new Fitbit Air launch.
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Brain-computer interface company with 21 implants across 4 countries; users can type 40 WPM; discussed as a future consumer computing platform valued at ~$43B.
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Elon Musk's AI company; discussed as the provider of Colossus 1 compute to Anthropic, and as maker of Grok and GrokVoice; characterized as 6 months behind in coding.
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Fitness tracker company discussed as under competitive threat from Google's Fitbit Air, which offers similar tracking at $99 with no subscription vs Whoop's $260/year.
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Israeli chip startup acquired by Amazon in 2015 that now designs custom silicon for AWS with an implied $50B annual revenue run rate if standalone.
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Stock crashed 16% after hours when it announced laying off 100 employees, representing a reversal of the recent trend where layoffs boosted stock prices.
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OpenAI's coding agent that achieved 46 million downloads versus Claude Code's 491K, discussed as the dominant AI coding tool of the moment.
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AI agent platform by Nous Research compared to a reliable Honda; Alan uses it for language learning, co-living feedback, and other automations.
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Anthropic's coding agent discussed as losing ground to Codex due to rate limits and token inefficiency, though Anthropic doubled its rate limits via the SpaceX deal.
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AI coding IDE discussed for its new /orchestrate feature that recursively spawns agents; also referenced in SpaceX's partnership context as a major Anthropic customer.
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A CLI tool library for agents that replaces token-inefficient APIs and MCPs; Luca called it 'the new WordPress' for connecting agents to real-world services.
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Google's new no-subscription fitness tracker priced at $99, described as a direct Whoop competitor powered by Gemini.
This episode
Claims & Sources
1 / 16 cited (6%)
Factual claims made this episode, and whether a source was named.
Anthropic doubled Claude Code's five-hour rate limits for Pro, Max, and Team plans and removed peak-hour limits following the SpaceX partnership.
Anthropic's total committed compute spend across all partners reached $380 billion, covering 11.3 gigawatts of power.
11.3 gigawatts of committed power represents approximately 10% of total US data center capacity.
Google has a deal to pay Apple approximately $10 billion per year to be the default search engine in Safari.
Amazon's Annapurna Labs chip business would have a $50 billion annual revenue run rate if it were a standalone company.
Amazon acquired Annapurna Labs in 2015.
Neuralink has implanted chips in 21 people across four countries.
Neuralink-implanted users can type at 40 words per minute using the neural interface.
Neuralink's last valuation was approximately $43 billion.
Google's Fitbit Air is priced at $99 with no subscription, compared to Whoop's $260-per-year subscription.
eBay spent $3.2 billion on marketing but only acquired 1 million new users, equating to $3,200 per new user.
Ryan Cohen's team accumulated approximately 25 million eBay derivative contracts while purchasing only 25,000 actual eBay shares.
Ryan Cohen was a co-founder of Chewy.com and made $5 billion from it.
Grok and XAI are approximately six months behind competitors when it comes to coding capabilities.
Colossus 1, the XAI/SpaceX cluster offered to Anthropic, contains approximately 100,000 to 200,000 Hopper-generation GPUs, while Colossus 2 uses 500,000 newer Blackwell chips.
TL;DR
Rick, Luca, Ben, and guest Alan from the Philippines break down the biggest AI week of 2026: Anthropic signs a compute deal with SpaceX doubling rate limits, Codex outpaces Claude Code by 100x in downloads, and Anthropic stacks $380B in total committed compute. The crew digs into Jevons Paradox, Claude's new 'dreaming' memory agents, the PrintingPress.dev CLI ecosystem, and Ryan Cohen's viral 'half cash half stock' eBay bid. Key takeaway: the agent orchestration layer is becoming more valuable than the frontier model itself.
#AI agents
#compute infrastructure
#Anthropic partnerships
#Codex vs Claude Code
#orbital compute
#Jevons Paradox token economics
#multi-agent orchestration
#GameStop eBay acquisition
#Ryan Cohen viral marketing
#meme stocks
#Neuralink brain chips
#Fitbit Air vs Whoop
#PrintingPress.dev CLI tools
#open source AI models
#vibe coding
#SaaS future
#AI SEO
#generative UI
#Anthropic
#SpaceX
#Codex
#Claude Code
#Hermes agent
#Jevons Paradox
#GameStop
#Ryan Cohen
#eBay
#Neuralink
#Fitbit Air
#PrintingPress.dev
#MCP
#token economics
#SaaS
#open source models
2 minute taster
Codex 100x Claude Code: The Download Gap Is Not Even Close
Codex has 46 million downloads. Claude Code has 491,000. That's a 100x gap, and it's driving real behavioral change. Multiple users are cancelling Claude subscriptions mid-cycle after discovering Codex's speed and token efficiency.
Ryan Cohen's No-Lose GameStop/eBay Play
Ryan Cohen didn't just make a meme — he built a no-lose trade. He secretly accumulated 25 million eBay derivative contracts, then went viral with a confusing media interview. If eBay acquisition happens, GameStop transforms. If not, he pumps the stock he already owns through derivatives.
Look closer
Anthropic partners with SpaceX for compute, Codex dominates Claude Code in downloads 100x over, and the agent layer continues to win. The hosts break down Anthropic's $380B compute stack, Claude's 'dreaming' memory update, the Jevons Paradox in AI token economics, Ryan Cohen's viral GME/eBay 'half cash half stock' play, and more. Guest Alan from the Philippines shares real-world Hermes agent use cases.
Chapter list
- Jevons Paradox
- An economic phenomenon where increased efficiency in resource use leads to greater total consumption — here applied to AI tokens: as inference gets cheaper, total token spend rises dramatically.
- MCP (Model Context Protocol)
- Anthropic's open protocol that allows AI models to connect to external tools, databases, and services, enabling agents to read and act on real-world data.
- CLI (Command Line Interface)
- A text-based interface where users type commands directly, preferred by developers over graphical UIs; increasingly relevant as agents interact with software via terminal commands.
- OAuth
- An open authorization standard that lets users grant apps access to their accounts without sharing passwords; used here to enable free model access through Codex.
- Orbital AI compute
- A proposed concept of hosting AI inference infrastructure on satellites in space, leveraging solar power and natural cooling to avoid terrestrial data center constraints.
- Colossus
- XAI and SpaceX's supercomputing cluster; Colossus 1 has ~100,000–200,000 Hopper GPUs and was offered to Anthropic; Colossus 2 uses newer Blackwell chips.
- TTFT (Time to First Token)
- The latency between sending a prompt and receiving the first token of a response from a model; lower TTFT means a faster-feeling user experience.
- Harness
- In AI, the orchestration layer or wrapper around a base model that manages prompts, memory, tool calls, and agent coordination.
- ICP (Ideal Customer Profile)
- A description of the hypothetical perfect customer for a product, used to target marketing and tailor user experiences.
- Anapurna Labs
- An Israeli chip startup acquired by Amazon in 2015 that now designs custom silicon for AWS; Amazon claims its chip business would generate $50B in annual revenue if standalone.
- Generative UI
- A design approach where the user interface is dynamically generated or personalized by AI based on the individual user's data and preferences.
- Kanban board
- A visual project management tool using columns (e.g., To Do, In Progress, Done) to track tasks; Hermes agent ships a built-in version to show agent task status.
- Vibe coding
- Colloquial term for using AI coding assistants to build software through natural language prompts rather than writing code manually.
- Machiavellian
- Characterized by cunning, scheming, and unscrupulous methods to achieve goals; used here to describe Ryan Cohen's calculated media strategy.
- Dreaming (Claude feature)
- Anthropic's agentic memory feature where Claude agents automatically update and consolidate their memory based on past conversations, analogous to how humans consolidate memory during sleep.
- Multi-agent orchestration
- The coordination of multiple AI agents working in parallel or in sequence on sub-tasks, with one agent often validating another's output.
- ZURP era
- Slang for the Zero/Ultra-low Real interest Rate Policy period (roughly 2020–2022) when cheap money fueled speculative investment in assets like meme stocks and NFTs.
- Arbitrage
- Profiting from a price or information gap between two markets or states; used here to describe exploiting the gap between token costs and the value of CLI efficiency tools.
