A lab touts an 80% price cut, a billion users, and agents writing 99.8% of tokens

OpenAI’s chief financial officer Sarah Friar laid out an “abundant intelligence” strategy (OpenAI) built on three numbers: the 80% GPT-5.6 price cut of two days earlier, a billion users, and agents writing 99.8% of output tokens, the figure first reported in June when Codex was found generating almost all of its own weekly output. It landed alongside a Wall Street Journal postmortem (WSJ) on how the company lost its lead to Anthropic’s Claude Code and near-trillion valuation, an account OpenAI answers with Sol and a Codex super app. In the trajectory it is the moment the loop’s outputs, self-written kernels and self-generated tokens, become the headline of a lab’s business plan rather than a research aside, following the February reports that Codex builds itself and that all of Anthropic’s product code is written by Claude, and a day before an Anthropic researcher argued that labs will compete with their own customers.