OpenAI CEO Sam Altman is emphasizing momentum in ChatGPT and Codex as the company seeks $100B funding round, facing competition from Google and Anthropic.

Internal Slack message shows ChatGPT exceeding 10% monthly growth, new model launching this week, and Codex growing 50% weekly (now closer to 60% with 1.3M users).

Codex business is more lucrative than consumer, competes directly with Anthropic's Claude Code, which has driven 'vibe coding' adoption.

Altman and CFO Sarah Fry delivering same growth message to investors; funding round is oversubscribed; highlighting enterprise momentum, consumer grip, and compute access as moat.

Confirms funding round mentioned is oversubscribed.

Investor chart shows OpenAI gaining enterprise/coding market share, signaling move against Anthropic's B2B business; public competition includes Super Bowl ad mocking OpenAI's ChatGPT ads.