The Hallway Track
8 tracked signals on enterprise-adoption.
Uber caps employees at $1,500/month per AI coding tool like Claude Code to control runaway costs.
“The rideshare giant is limiting all employees to $1,500 in monthly token spending per AI coding tool, an Uber spokesperson said in response to a Bloomberg News inquiry.”
Anthropic and OpenAI are adding more monthly revenue than Meta, Google, or Microsoft.
“Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.”
OpenAI reports 100% company Codex adoption, with 95% of non-engineering roles daily driving it
“Uh so 100% of the company is on codeex. um codecs has like become the daily driver for all engineering and I think like 95% of other roles are daily driving codecs.”
Airbnb is widening internal access to OpenAI's GPT-6 Astra and other frontier models for engineering.
FDA built an AI platform on Databricks now used daily by 85% of its staff
“We showed the value of having a foundational data platform, and that success story...”
Endava is redesigning its software delivery around AI agents using ChatGPT Enterprise and Codex.
loveholidays deploys OpenAI Codex to enable non-engineers to build software products
OpenAI positions its tools as core infrastructure for news organizations worldwide.