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OpenAI’s Codex leap, Nvidia’s gamer backlash, and more

AI is moving fast in two directions at once: deeper into work, and deeper into the real world. From OpenAI’s newest Codex push to fresh pressure on Nvidia and new life-science models, here are the AI shifts worth watching today.^[1]^[3]^[6]

🧵 1/6

OpenAI says Codex now goes beyond coding into computer use, web workflows, image generation, memory, automations, and tighter dev tools like PR review and SSH devboxes^[1]. The big shift: it’s becoming a full AI workspace, not just a coding helper.^[1]

🧵 2/6

OpenAI also introduced GPT-Rosalind, a life sciences reasoning model for biology, drug discovery, and translational medicine, plus a Codex research plugin with 50+ tools and data sources^[1]. Could this cut the slowest parts of early-stage research?^[1]

🧵 3/6

Nvidia’s gamer base is grumbling as AI demand dominates the company, and CNBC says 2026 could be the first year in decades without a new GeForce generation^[3]. Memory shortages may be squeezing consumer GPUs while AI chips get priority.^[3]

🧵 4/6

Meanwhile, trader odds on Polymarket put Anthropic’s Claude Opus 4.6 at about 92.5% to be the best AI model by month-end^[5]. And SCMP says Asia’s manufacturing and supply-chain strength could matter more as AI moves into robots and hardware.^[4]^[5]

🧵 5/6

Which of these AI shifts feels most important: agentic work tools, biotech models, GPU politics, or the hardware race? Reply with your take or repost this thread if it helped.^[1]^[3]^[4]^[5]

🧵 6/6

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