OpenAI Updates Codex to Enhance Developer Experience
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 8 hours ago
0mins
Should l Buy MSFT?
Microsoft-backed OpenAI said it is releasing a major update to Codex, making it a "more powerful partner" for the more than 3M developers who use it every week to accelerate work across the full software development lifecycle. "Codex can now operate your computer alongside you, work with more of the tools and apps you use everyday, generate images, remember your preferences, learn from previous actions, and take on ongoing and repeatable work," the company said. "The Codex app also now includes deeper support for developer workflows, like reviewing PRs, viewing multiple files & terminals, connecting to remote devboxes via SSH, and an in-app browser to make it faster to iterate on frontend designs, apps, and games. With background computer use, Codex can now use all of the apps on your computer by seeing, clicking, and typing with its own cursor. Multiple agents can work on your Mac in parallel, without interfering with your own work in other apps. For developers, this is helpful for iterating on frontend changes, testing apps, or working in apps that don't expose an API. Codex is also beginning to work natively with the web. The app now includes an in-app browser, where you can comment directly on pages to provide precise instructions to the agent. This is useful for frontend and game development today, and over time we plan to expand it so Codex can fully command the browser beyond web applications on localhost. Codex can now use gpt-image-1.5 to generate and iterate on images. Combined with screenshots and code, it is helpful for creating visuals for product concepts, frontend designs, mockups, and games inside the same workflow. We're also releasing more than 90 additional plugins, which combine skills, app integrations, and MCP servers to give Codex more ways to gather context and take action across your tools. Some of the new plugins developers will find most useful include Atlassian Rovo to help manage JIRA, CircleCI, CodeRabbit, GitLab Issues, Microsoft Suite, Neon by Databricks, Remotion, Render, and Superpowers." Starting today, these updates are rolling out to Codex desktop app users who are signed in with ChatGPT.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 411.220
Low
500.00
Averages
631.36
High
678.00
Current: 411.220
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Collaboration with OpenAI: Although Microsoft's early partnership with OpenAI seemed wise during the AI boom, its reliance on these models has hindered its progress in developing custom AI chips, which remains in the early stages and has not effectively enhanced its market competitiveness.
- Alphabet's Advantage: Alphabet holds a significant edge in the AI space with its seventh-generation tensor processing units (TPUs), which provide cost advantages in AI model training and inference, and it has secured a $21 billion order from Anthropic, further solidifying its market position.
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